We are live on ! Find out more
VDC icon

Vanguard Consumer Staples ETF

343 hedge funds and large institutions have $2.61B invested in Vanguard Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

834% more call options, than puts

Call options by funds: $5.72M | Put options by funds: $613K

213% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 24

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

16% more funds holding

Funds holding: 296343 (+47)

4% more capital invested

Capital invested by funds: $2.51B → $2.61B (+$96.9M)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0.32% more ownership

Funds ownership: 46.55%46.87% (+0.32%)

Holders
343
Holders Change
+47
Holders Change %
+15.88%
% of All Funds
6.76%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
75
Increased
103
Reduced
102
Closed
24
Calls
$5.72M
Puts
$613K
Net Calls
+$5.11M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
276
Ellis Investment Partners
Pennsylvania
$85K +$471 +3 +0.6%
TIM
277
Tortoise Investment Management
New York
$81K
LWANC
278
Laurel Wealth Advisors (North Carolina)
North Carolina
$74K
AWM
279
Avondale Wealth Management
Texas
$73K -$196K -1,250 -74%
GRP
280
Global Retirement Partners
California
$72K -$41.4K -264 -37%
OIA
281
Optimum Investment Advisors
Illinois
$69K -$4.08K -26 -6%
JHCP
282
Jackson Hole Capital Partners
Oklahoma
$64K
PCG
283
Private Capital Group
Connecticut
$61K -$418K -2,665 -88%
FRA
284
Front Row Advisors
California
$59K
VNA
285
Valley National Advisers
Pennsylvania
$55K
IA
286
IFP Advisors
Florida
$54K +$11.5K +73 +26%
HWM
287
Howard Wealth Management
Connecticut
$52K +$51K +325 New
FWM
288
Filbrandt Wealth Management
Wisconsin
$50K +$49.3K +314 New
RFWA
289
RPg Family Wealth Advisory
Massachusetts
$48.8K
FCA
290
FinTrust Capital Advisors
South Carolina
$44K
AIC
291
Archer Investment Corporation
Indiana
$42K +$33K +210 +420%
CHA
292
Carmichael Hill & Associates
Maryland
$41K +$40K +255 New
CWA
293
Carolina Wealth Advisors
South Carolina
$41K +$40.3K +257 New
NSIM
294
North Star Investment Management
Illinois
$38K +$157 +1 +0.4%
EWM
295
EPG Wealth Management
Georgia
$37K +$36.1K +230 New
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$35K
CI
297
CX Institutional
Indiana
$35K
AWM
298
AllSquare Wealth Management
New York
$34K
SIAP
299
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K
S
300
SignatureFD
Georgia
$28K -$21.2K -135 -44%

VDC Hedge Fund Activity: Q4 2019 in Review

343 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2019, worth a combined $2.61B — up 3.9% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VDC positions and 24 closed out — a net gain of 51 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Morningstar Investment Management, adding an estimated $36.1M. The largest seller was Morningstar Investment Services, cutting an estimated $28.2M.

  • 343 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $2.61B of Vanguard Consumer Staples ETF stock for Q4 2019, up 3.9% quarter-over-quarter.
  • 75 funds opened new Vanguard Consumer Staples ETF positions in Q4 2019 and 24 closed out, a net change of +51 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2019 was Morningstar Investment Management, an estimated $36.1M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2019 was Morningstar Investment Services, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2019.