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Vanguard Consumer Staples ETF

579 hedge funds and large institutions have $2.87B invested in Vanguard Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $853K

1% more funds holding

Funds holding: 574579 (+5)

0.27% less ownership

Funds ownership: 47.18%46.9% (-0.27%)

3% less capital invested

Capital invested by funds: $2.96B → $2.87B (-$89.5M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

17% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 199

Holders
579
Holders Change
+5
Holders Change %
+0.87%
% of All Funds
8.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
165
Reduced
199
Closed
33
Calls
$1.08M
Puts
$853K
Net Calls
+$223K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Praetorian Wealth Management
California
$797K +$798K +3,927 New
KA
227
Kovack Advisors
Florida
$795K -$112K -550 -12%
MSAM
228
Moloney Securities Asset Management
Missouri
$777K -$66K -325 -8%
MCM
229
MAI Capital Management
Ohio
$770K +$10.6K +52 +1%
FB
230
First Bancorp
Maine
$760K
CL
231
Choreo LLC
Illinois
$755K +$208K +1,023 +38%
BCI
232
Brinker Capital Investments
Pennsylvania
$746K -$27K -133 -3%
OPS
233
Orion Portfolio Solutions
Nebraska
$746K -$27K -133 -3%
UCFA
234
United Capital Financial Advisors
Texas
$740K +$41.8K +206 +6%
ITB
235
Idaho Trust Bank
Idaho
$739K +$739K +3,639 New
BFA
236
Beacon Financial Advisory
Ohio
$738K +$738K +3,635 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$736K -$76.8K -378 -9%
CCM
238
Consolidated Capital Management
California
$729K -$143K -703 -16%
LS
239
Leelyn Smith
Illinois
$717K
CW
240
CreativeOne Wealth
Kansas
$710K +$83.9K +413 +13%
AWM
241
AE Wealth Management
Kansas
$705K +$154K +760 +28%
RCA
242
Ranch Capital Advisors
Florida
$681K
LIM
243
Leavell Investment Management
Alabama
$679K -$41.6K -205 -6%
SFG
244
Seamount Financial Group
Colorado
$671K -$42.7K -210 -6%
BSW
245
Buckingham Strategic Wealth
Missouri
$664K +$101K +495 +18%
D.E. Shaw & Co
246
D.E. Shaw & Co
New York
$655K +$656K +3,228 New
CAG
247
Csenge Advisory Group
Florida
$653K -$178K -878 -21%
AFFA
248
ALM First Financial Advisors
Texas
$645K
EGM
249
Engineers Gate Manager
New York
$634K +$635K +3,125 New
PCA
250
Pallas Capital Advisors
Massachusetts
$629K +$57.1K +281 +10%

VDC Hedge Fund Activity: Q2 2024 in Review

579 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2024, worth a combined $2.87B — down 3% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VDC positions and 33 closed out — a net gain of 14 holders — while 165 added to existing stakes and 199 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $47.3M. The largest seller was Elwood & Goetz Wealth Advisory Group, cutting an estimated $11.9M.

  • 579 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2024, up from 574 in Q1 2024.
  • Funds reported $2.87B of Vanguard Consumer Staples ETF stock for Q2 2024, down 3% quarter-over-quarter.
  • 47 funds opened new Vanguard Consumer Staples ETF positions in Q2 2024 and 33 closed out, a net change of +14 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $47.3M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2024 was Elwood & Goetz Wealth Advisory Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.