VCR Institutional Ownership
Vanguard Consumer Discretionary ETF
1W: -0.4%
1M: -4.3%
3M: -7.3%
YTD: -5.7%
1Y: -7.2%
3Y: +41.9%
5Y: +19.4%
$369.30
+4.08 (+1.12%)
Weekly Expected Move ±2.1%
$354
$362
$369
$377
$385
Overview
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Holdings
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Institutional Ownership — VCR
606
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
58
New Positions
152
Increased
229
Reduced
24
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (651 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 1,643,615 | $607M | +88,865 | +5.7% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 426,270 | $157M | +9,713 | +2.3% | 60Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 418,982 | $155M | -14,158 | -3.3% | 47Q | SEC ↗ |
| 4 | PGIM Custom Harvest LLC | 407,202 | $150M | +11,077 | +2.8% | 15Q | SEC ↗ |
| 5 | UBS Group AG | 342,108 | $126M | +1,167 | +0.3% | 47Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 323,099 | $119M | -15,360 | -4.5% | 73Q | SEC ↗ |
| 7 | LPL Financial LLC | 203,108 | $75M | -16,842 | -7.7% | 54Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 184,624 | $68M | +1,160 | +0.6% | 43Q | SEC ↗ |
| 9 | Foundations Investment Advisors, LLC | 161,278 | $60M | +160,121 | +13839.3% | 6Q | SEC ↗ |
| 10 | Beacon Capital Management, Inc. | 160,454 | $59M | -25,553 | -13.7% | 51Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 143,844 | $53M | +10,717 | +8.1% | 7Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 119,582 | $44M | -2,725 | -2.2% | 51Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 112,833 | $42M | -161 | -0.1% | 47Q | SEC ↗ |
| 14 | KCM INVESTMENT ADVISORS LLC | 89,699 | $33M | +3,213 | +3.7% | 14Q | SEC ↗ |
| 15 | Lido Advisors, LLC | 89,614 | $33M | +1,434 | +1.6% | 25Q | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 87,969 | $32M | -6 | -0.0% | 34Q | SEC ↗ |
| 17 | Auto-Owners Insurance Co | 80,700 | $30M | -12,000 | -12.9% | 15Q | SEC ↗ |
| 18 | Janney Montgomery Scott LLC | 79,616 | $29M | +1,881 | +2.4% | 41Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 77,411 | $29M | +9,336 | +13.7% | 67Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 75,926 | $28M | -1,994 | -2.6% | 16Q | SEC ↗ |
| 21 | Ameritas Advisory Services, LLC | 70,445 | $26M | +22,027 | +45.5% | 19Q | SEC ↗ |
| 22 | EXCHANGE TRADED CONCEPTS, LLC | 54,248 | $20M | +46,126 | +567.9% | 13Q | SEC ↗ |
| 23 | Empower Advisory Group, LLC | 53,858 | $20M | +6,642 | +14.1% | 14Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 51,922 | $19M | +601 | +1.2% | 43Q | SEC ↗ |
| 25 | PNC Financial Services Group, Inc. | 50,104 | $19M | -1,448 | -2.8% | 15Q | SEC ↗ |
| 26 | M&T Bank Corp | 49,801 | $18M | -4,186 | -7.8% | 20Q | SEC ↗ |
| 27 | Allianz SE NEW | 49,202 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Horizon Investments, LLC | 46,394 | $17M | +46,124 | +17083.0% | 4Q | SEC ↗ |
| 29 | MERCER GLOBAL ADVISORS INC /ADV | 42,447 | $16M | -4,177 | -9.0% | 21Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 39,402 | $15M | -77 | -0.2% | 26Q | SEC ↗ |
| 31 | Adaptive Financial Consulting, LLC | 38,530 | $14M | +848 | +2.3% | 27Q | SEC ↗ |
| 32 | ASSETMARK, INC | 37,305 | $14M | -7,454 | -16.7% | 11Q | SEC ↗ |
| 33 | Stratos Wealth Partners, LTD. | 37,218 | $14M | -851 | -2.2% | 47Q | SEC ↗ |
| 34 | Spire Wealth Management | 36,002 | $13M | -1,279 | -3.4% | 22Q | SEC ↗ |
| 35 | TRUST CO OF OKLAHOMA | 31,726 | $12M | -551 | -1.7% | 24Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 31,351 | $12M | -2,348 | -7.0% | 35Q | SEC ↗ |
| 37 | Cambridge Investment Research Advisors | 31,085 | $11M | -831 | -2.6% | 21Q | SEC ↗ |
| 38 | Hobart Private Capital, LLC | 30,183 | $11M | +1,259 | +4.4% | 19Q | SEC ↗ |
| 39 | MassMutual Private Wealth & Trust, FSB | 28,470 | $11M | -631 | -2.2% | 36Q | SEC ↗ |
| 40 | Strengthening Families & Communities, | 28,055 | $10M | +399 | +1.4% | 19Q | SEC ↗ |
| 41 | Mariner, LLC | 27,379 | $10M | -12,587 | -31.5% | 21Q | SEC ↗ |
| 42 | Gibraltar Capital Management, Inc. | 25,005 | $9M | +550 | +2.2% | 6Q | SEC ↗ |
| 43 | HighTower Advisors, LLC | 23,716 | $9M | +1,202 | +5.3% | 22Q | SEC ↗ |
| 44 | BAILARD, INC. | 23,585 | $9M | -198 | -0.8% | 15Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 23,431 | $9M | +486 | +2.1% | 27Q | SEC ↗ |
| 46 | SOUTHERN CAPITAL SERVICES INC /ADV | 22,845 | $8M | +1,020 | +4.7% | 3Q | SEC ↗ |
| 47 | Westside Investment Management, Inc. | 21,481 | $8M | -45 | -0.2% | 26Q | SEC ↗ |
| 48 | Junk Investment Group, LLC | 20,915 | $8M | +107 | +0.5% | 2Q | SEC ↗ |
| 49 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 20,368 | $8M | -363 | -1.8% | 7Q | SEC ↗ |
| 50 | BNP PARIBAS FINANCIAL MARKETS NEW | 20,100 | $7M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Allianz SE | 49,202 | $18M |
| BNP PARIBAS FINANCIAL MARKETS | 20,100 | $7M |
| Curran Financial Partners, LLC | 11,803 | $4M |
| Evanson Financial, LLC | 4,392 | $2M |
| Tradewinds, LLC. | 3,927 | $1M |
| Maxele Advisors, LLC | 2,911 | $1M |
| NORTHSTAR ASSET MANAGEMENT Co | 2,465 | $910K |
| WESPAC Advisors, LLC | 2,403 | $887K |
| Phillip James Consulting Co. | 2,340 | $864K |
| Aprio Wealth Management, LLC | 1,861 | $687K |
| CITADEL ADVISORS LLC | 1,669 | $616K |
| AlphaStar Capital Management, LLC | 1,599 | $591K |
| Global Retirement Partners, LLC | 1,535 | $567K |
| Nuveen, LLC | 1,407 | $520K |
| IMA Advisory Services, Inc. | 1,155 | $427K |
| Sixth Street Partners Management Co | 991 | $366K |
| BIP Wealth, LLC | 922 | $340K |
| Vise Technologies, Inc. | 899 | $332K |
| HBK Sorce Advisory LLC | 708 | $261K |
| Dynamic Advisor Solutions LLC | 700 | $259K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Harel Insurance Investments & Finan | 25,300 | $9M |
| Polianta Ltd | 22,800 | $8M |
| Empirical Asset Management, LLC | 19,666 | $7M |
| GTS SECURITIES LLC | 12,186 | $5M |
| Axiom Financial Strategies, LLC | 5,455 | $2M |
| KENNICOTT CAPITAL MANAGEMENT LLC | 4,308 | $2M |
| Fortis Group Advisors, LLC | 3,983 | $1M |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,755 | $1M |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 3,060 | $1M |
| Stratos Wealth Advisors, LLC | 2,514 | $928K |
| EVOKE WEALTH, LLC | 1,914 | $707K |
| Summit Trail Advisors, LLC | 1,058 | $391K |
| Savvy Advisors, Inc. | 1,019 | $376K |
| MARSHALL WACE, LLP | 1,016 | $375K |
| Hilltop Holdings Inc. | 947 | $350K |
| Coppell Advisory Solutions LLC | 942 | $348K |
| Empirical Financial Services, LLC d | 810 | $299K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 805 | $297K |
| Orion Porfolio Solutions, LLC | 765 | $283K |
| DRW Securities, LLC | 731 | $270K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -49,080 | -87.4% | 7,100 |
| Beacon Capital Management, Inc. | -25,553 | -13.7% | 160,454 |
| LPL Financial LLC | -16,842 | -7.7% | 203,108 |
| WELLS FARGO & COMPANY/MN | -15,360 | -4.5% | 323,099 |
| Royal Fund Management, LLC | -15,069 | -66.7% | 7,513 |
| JPMORGAN CHASE & CO | -14,158 | -3.3% | 418,982 |
| Mariner, LLC | -12,587 | -31.5% | 27,379 |
| Auto-Owners Insurance Co | -12,000 | -12.9% | 80,700 |
| Retirement Planning Group, LLC | -11,342 | -89.3% | 1,366 |
| Richmond Brothers, Inc. | -9,668 | -57.7% | 7,091 |
| IEQ CAPITAL, LLC | -7,876 | -79.0% | 2,099 |
| ASSETMARK, INC | -7,454 | -16.7% | 37,305 |
| M&T Bank Corp | -4,186 | -7.8% | 49,801 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,177 | -9.0% | 42,447 |
| UBS AM, a distinct business unit of | -3,631 | -47.4% | 4,030 |
| ENVESTNET ASSET MANAGEMENT INC | -2,725 | -2.2% | 119,582 |
| HALL CAPITAL MANAGEMENT CO INC | -2,521 | -68.7% | 1,147 |
| Institute for Wealth Management, LL | -2,425 | -51.7% | 2,264 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,348 | -7.0% | 31,351 |
| Eurizon Asset Management Hungary Lt | -2,000 | -80.0% | 500 |