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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
IWA
301
IVC Wealth Advisors
Pennsylvania
$331K – – –
JCM
302
Jacobi Capital Management
Pennsylvania
$325K -$5.09K -27 -2%
WPC
303
Waters Parkerson & Co
Louisiana
$315K – – –
NAM
304
NorthCrest Asset Manangement
Minnesota
$315K +$297K +1,576 New
OWA
305
Octavia Wealth Advisors
Ohio
$314K -$8.1K -43 -3%
HWM
306
HB Wealth Management
Georgia
$310K +$292K +1,549 New
HPC
307
HM Payson & Co
Maine
$309K – – –
CWM
308
Cornerstone Wealth Management
Missouri
$308K +$1.51K +8 +0.5%
SWA
309
SFMG Wealth Advisors
Texas
$306K -$5.09K -27 -2%
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$303K +$33.5K +178 +13%
ACS
311
Archford Capital Strategies
Illinois
$302K -$1.32K -7 -0.5%
AIA
312
Allied Investment Advisors
Montana
$292K – – –
IA
313
IFP Advisors
Florida
$290K -$36.7K -195 -12%
FAIM
314
Financial Advocates Investment Management
Washington
$288K – – –
PFS
315
Prospera Financial Services
Texas
$287K +$52.9K +281 +24%
VCM
316
Virtue Capital Management
Tennessee
$284K +$268K +1,420 New
AGP
317
Autumn Glory Partners
Texas
$278K +$262K +1,390 New
CCC
318
Crescent Capital Consulting
Louisiana
$277K -$1.76M -9,356 -87%
FW
319
FirstPurpose Wealth
Utah
$273K +$257K +1,366 New
Jane Street
320
Jane Street
New York
$270K +$3.96K +21 +2%
FAG
321
Fortitude Advisory Group
Washington
$268K +$253K +1,341 New
VFA
322
Valeo Financial Advisors
Indiana
$258K -$10.6K -56 -4%
DWM
323
Dakota Wealth Management
Florida
$257K -$5.28K -28 -2%
NAS
324
Nicolet Advisory Services
Wisconsin
$252K +$238K +1,261 New
CBFP
325
Cedar Brook Financial Partners
Ohio
$250K -$20.7K -110 -8%
11 12
13
14 15

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.