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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
Wealthfront Advisers
276
Wealthfront Advisers
California
$408K +$151K +800 +65%
NIC
277
Northwest Investment Counselors
Oregon
$398K – – –
RMAM
278
Raab & Moskowitz Asset Management
New Jersey
$398K +$37.1K +197 +11%
CI
279
Ceera Investments
Texas
$394K – – –
MA
280
Maxele Advisors
Missouri
$394K +$371K +1,970 New
AF
281
Allworth Financial
California
$383K -$188 -1 -0.1%
SVWAG
282
Sound View Wealth Advisors Group
Georgia
$382K +$69.5K +369 +24%
SCA
283
Snowden Capital Advisors
New York
$378K -$23.2K -123 -6%
FT
284
Fiduciary Trust
Massachusetts
$374K – – –
RCYC
285
Richard C. Young & Co
Rhode Island
$372K +$7.35K +39 +2%
AMM
286
American Money Management
California
$370K +$942 +5 +0.3%
FI
287
Financial Insights
Washington
$368K -$6.97K -37 -2%
OC
288
Oppenheimer & Co
New York
$352K +$9.61K +51 +3%
CW
289
CreativeOne Wealth
Kansas
$352K +$116K +617 +54%
CS
290
Cannell & Spears
New York
$351K – – –
HWA
291
Hillcrest Wealth Advisors
New Jersey
$350K – – –
NAMP
292
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$350K +$70.7K +375 +27%
CA
293
Clearstead Advisors
Ohio
$349K +$329K +1,745 New
PWG
294
Private Wealth Group
Florida
$345K – – –
CDH
295
Charles D. Hyman
$342K – – –
KWS
296
Keystone Wealth Services
California
$341K +$321K +1,704 New
CFG
297
Citizens Financial Group
Rhode Island
$340K – – –
EA
298
Emerald Advisors
Washington
$337K – – –
ACM
299
Ategra Capital Management
Virginia
$336K – – –
PWP
300
Perfromance Wealth Partners
Illinois
$335K +$316K +1,675 New
10 11
12
13 14

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.