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Vanguard Consumer Staples ETF
VDC

469 hedge funds and large institutions have $3.07B invested in Vanguard Consumer Staples ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 18

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

47% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 110

20% more capital invested

Capital invested by funds: $2.55B → $3.07B (+$522M)

18% more funds holding

Funds holding: 399 → 469 (+70)

3.86% more ownership

Funds ownership: 44.6% → 48.46% (+3.9%)

17% less call options, than puts

Call options by funds: $1M | Put options by funds: $1.2M

Holders
469
Holders Change
+70
Holders Change %
+17.54%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
97
Increased
162
Reduced
110
Closed
18
Calls
$1M
Puts
$1.2M
Net Calls
-$199K
Net Calls Change
+$411K

Top Buyers

1
WFA
Wellspring Financial Advisors
Ohio
+$149M
2
Prudential Financial
Prudential Financial
New Jersey
+$92.4M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$69.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
5
EDRH
Edmond de Rothschild Holding
Switzerland
+$10.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$50.4M
2
Citigroup
Citigroup
New York
-$32.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.26M
4
BHB
Bank Hapoalim BM
Israel
-$5.65M
5
MIM
Morningstar Investment Management
Illinois
-$4.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$619K +$4.71K +25 +0.8%
MSAM
227
Moloney Securities Asset Management
Missouri
$617K +$115K +611 +25%
NFC
228
Northeast Financial Consultants
Connecticut
$604K -$28.3K -150 -5%
VFG
229
V2 Financial group
Illinois
$602K – – –
NCM
230
NCM Capital Management
New Jersey
$601K +$566K +3,005 New
TWC
231
TD Waterhouse Canada
Ontario, Canada
$593K +$523K +2,774 New
Koshinski Asset Management
232
Koshinski Asset Management
Illinois
$587K +$46.2K +245 +9%
GWM
233
Geneos Wealth Management
Colorado
$580K +$14.7K +78 +3%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$580K +$126K +670 +30%
IFG
235
Independent Financial Group
California
$578K +$5.65K +30 +1%
DBT
236
Dubuque Bank & Trust
Iowa
$576K -$79.9K -424 -13%
CA
237
CoreCap Advisors
Michigan
$571K +$538K +2,855 New
MWM
238
Mission Wealth Management
California
$570K -$23.7K -126 -4%
WIC
239
Woodmont Investment Counsel
Tennessee
$569K +$37.7K +200 +8%
OL
240
Optas LLC
Texas
$567K – – –
KF
241
Krilogy Financial
Missouri
$563K -$19K -101 -3%
TIA
242
Traphagen Investment Advisors
New Jersey
$560K +$377 +2 +0.1%
SB
243
Simmons Bank
Arkansas
$552K – – –
TPCW
244
TD Private Client Wealth
New York
$550K -$3.39K -18 -0.7%
US Bancorp
245
US Bancorp
Minnesota
$541K +$47.7K +253 +10%
TWM
246
Tradition Wealth Management
Minnesota
$535K +$38.2K +203 +8%
CB
247
Commerce Bank
Missouri
$535K +$97.6K +518 +24%
KLCM
248
KG&L Capital Management
Louisiana
$525K +$942 +5 +0.2%
PTC
249
Philadelphia Trust Company
Pennsylvania
$516K – – –
PFG
250
Pinnacle Financial Group
Illinois
$514K +$484K +2,570 New
8 9
10
11 12

VDC Hedge Fund Activity: Q4 2021 in Review

469 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2021, worth a combined $3.07B — up 20% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VDC positions and 18 closed out — a net gain of 79 holders — while 162 added to existing stakes and 110 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $149M. The largest seller was Bank of America, cutting an estimated $50.4M.

  • 469 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2021, up from 399 in Q3 2021.
  • Funds reported $3.07B of Vanguard Consumer Staples ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Consumer Staples ETF positions in Q4 2021 and 18 closed out, a net change of +79 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2021 was Wellspring Financial Advisors, an estimated $149M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2021 was Bank of America, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2021.