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Vanguard Consumer Discretionary ETF
VCR

441 hedge funds and large institutions have $2.4B invested in Vanguard Consumer Discretionary ETF in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 148 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

20% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $2.14B → $2.4B (+$260M)

1% more funds holding

Funds holding: 435 → 441 (+6)

1.22% more ownership

Funds ownership: 40.65% → 41.88% (+1.2%)

1% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $16.2M

5% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 148

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.35%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
49
Increased
140
Reduced
148
Closed
41
Calls
$16.4M
Puts
$16.2M
Net Calls
+$152K
Net Calls Change
+$12.9M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$111M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.7M
3
Bank of America
Bank of America
North Carolina
+$50.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$20M
5
PCH
PGIM Custom Harvest
New Jersey
+$18.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$118M
2
JP Morgan Chase
JP Morgan Chase
New York
-$34.5M
3
AAS
Ameritas Advisory Services
Nebraska
-$10.5M
4
UBS Group
UBS Group
Switzerland
-$9.11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$364M +$50.7M +166,042 +17%
JP Morgan Chase
2
JP Morgan Chase
New York
$199M -$34.5M -112,941 -15%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$163M +$111M +363,303 +236%
UBS Group
4
UBS Group
Switzerland
$128M -$9.11M -29,855 -7%
Morgan Stanley
5
Morgan Stanley
New York
$122M -$118M -385,680 -50%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$111M +$52.7M +172,583 +98%
Wells Fargo
7
Wells Fargo
California
$105M +$5.55M +18,190 +6%
SWM
8
Spire Wealth Management
Virginia
$60.6M -$352K -1,153 -1%
PCH
9
PGIM Custom Harvest
New Jersey
$59.7M +$18.7M +61,220 +48%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$55.4M +$1.76M +5,775 +3%
LPL Financial
11
LPL Financial
California
$46.2M -$406K -1,330 -0.9%
Stifel Financial
12
Stifel Financial
Missouri
$33M +$2.37M +7,762 +8%
M&T Bank
13
M&T Bank
New York
$30M -$524K -1,717 -2%
KIA
14
KCM Investment Advisors
California
$26.6M +$646K +2,117 +3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$26.3M +$20M +65,467 +377%
AOI
16
Auto-Owners Insurance
Michigan
$25.6M – – –
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$23.5M +$196K +641 +0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$22.5M +$775K +2,541 +4%
Truist Financial
19
Truist Financial
North Carolina
$20.6M +$2.28M +7,480 +13%
Osaic Holdings
20
Osaic Holdings
Arizona
$20.6M -$4.61M -15,103 -19%
FSC
21
Full Sail Capital
Oklahoma
$20.1M -$1.12M -3,673 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$19.7M -$6.84M -22,409 -27%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$19.3M -$1.19M -3,888 -6%
RJA
24
Raymond James & Associates
Florida
$19.2M -$82.1K -269 -0.4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$16.8M +$2.31M +7,555 +17%
1
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VCR Hedge Fund Activity: Q1 2024 in Review

441 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Discretionary ETF (VCR) for Q1 2024, worth a combined $2.4B — up 12% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VCR positions and 41 closed out — a net gain of 8 holders — while 140 added to existing stakes and 148 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $111M. The largest seller was Morgan Stanley, cutting an estimated $118M.

  • 441 institutional investors held Vanguard Consumer Discretionary ETF (VCR) as of Q1 2024, up from 435 in Q4 2023.
  • Funds reported $2.4B of Vanguard Consumer Discretionary ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 49 funds opened new Vanguard Consumer Discretionary ETF positions in Q1 2024 and 41 closed out, a net change of +8 holders.
  • The largest Vanguard Consumer Discretionary ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $111M added.
  • The largest Vanguard Consumer Discretionary ETF seller in Q1 2024 was Morgan Stanley, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2024.