Vanguard Consumer Discretionary ETF
382 hedge funds and large institutions have $1.5B invested in Vanguard Consumer Discretionary ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 39 closing their positions.
1,191% more call options, than puts
Call options by funds: $32M | Put options by funds: $2.48M
49% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 39
14% more capital invested
Capital invested by funds: $1.32B → $1.5B (+$186M)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
3% more funds holding
Funds holding: 372 → 382 (+10)
0.28% more ownership
Funds ownership: 35.83% → 36.11% (+0.28%)
15% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$56.1M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$47.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.7M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.59M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$91.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$13.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$10.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.92M |
| 5 |
Morgan Stanley
New York
|
-$8.24M |
VCR Hedge Fund Activity: Q1 2023 in Review
382 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2023, worth a combined $1.5B — up 14% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new VCR positions and 39 closed out — a net gain of 19 holders — while 110 added to existing stakes and 129 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $56.1M. The largest seller was Bank of America, cutting an estimated $91.4M.
- 382 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2023, up from 372 in Q4 2022.
- Funds reported $1.5B of Vanguard Consumer Discretionary ETF stock for Q1 2023, up 14% quarter-over-quarter.
- 58 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2023 and 39 closed out, a net change of +19 holders.
- The largest Vanguard Consumer Discretionary ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $56.1M added.
- The largest Vanguard Consumer Discretionary ETF seller in Q1 2023 was Bank of America, an estimated $91.4M sold.
Based on aggregated 13F filings for Q1 2023.