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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
BFO
251
Biltmore Family Office
North Carolina
$513K – – –
WS
252
Wedbush Securities
California
$513K – – –
HNB
253
Huntington National Bank
Ohio
$512K -$414K -2,199 Closed
MFW
254
Meristem Family Wealth
Minnesota
$509K – – –
KPWS
255
Kestra Private Wealth Services
Texas
$506K +$148K +784 +45%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$500K +$196K +1,042 +71%
IWC
257
Integrated Wealth Concepts
Massachusetts
$496K +$46K +244 +11%
BFA
258
Bragg Financial Advisors
North Carolina
$495K – – –
EW
259
Evoke Wealth
California
$493K – – –
SWA
260
Strategies Wealth Advisors
Michigan
$491K +$463K +2,455 New
SF
261
Synovus Financial
Georgia
$487K +$2.83K +15 +0.6%
LIM
262
Leavell Investment Management
Alabama
$484K +$30.1K +160 +7%
WJWM
263
Williams Jones Wealth Management
New York
$481K – – –
LHWM
264
Lake Hills Wealth Management
Texas
$471K +$444K +2,358 New
Northern Trust
265
Northern Trust
Illinois
$465K +$30K +159 +7%
WWM
266
Western Wealth Management
Colorado
$465K +$439K +2,330 New
LA
267
LexAurum Advisors
Kansas
$463K +$31.5K +167 +8%
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$458K +$30.7K +163 +8%
NWM
269
NEIRG Wealth Management
Massachusetts
$447K +$421K +2,236 New
TSWM
270
Tyler-Stone Wealth Management
Ohio
$447K +$422K +2,238 New
RWM
271
RBA Wealth Management
California
$443K +$417K +2,214 New
VST
272
Van Strum & Towne
California
$434K +$188 +1 +0%
MPM
273
Meritage Portfolio Management
Kansas
$432K -$15.1K -80 -4%
CAMG
274
CWA Asset Management Group
Florida
$431K +$4.9K +26 +1%
First Manhattan
275
First Manhattan
New York
$419K – – –
9 10
11
12 13

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.