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Vanguard Consumer Staples ETF

549 hedge funds and large institutions have $2.97B invested in Vanguard Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $2M | Put options by funds: $668K

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

1% more funds holding

Funds holding: 542549 (+7)

0.17% less ownership

Funds ownership: 48.72%48.55% (-0.17%)

3% less capital invested

Capital invested by funds: $3.07B → $2.97B (-$104M)

13% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 195

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
549
Holders Change
+7
Holders Change %
+1.29%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
71
Increased
170
Reduced
195
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
301
Mather Group
Illinois
$400K -$11.4K -62 -3%
OIA
302
OneDigital Investment Advisors
Kansas
$398K +$47.2K +257 +14%
RBC
303
Romano Brothers & Co
Illinois
$391K +$13.8K +75 +4%
TSS
304
Two Sigma Securities
New York
$389K +$373K +2,035 New
SWM
305
Spire Wealth Management
Virginia
$388K +$30.5K +166 +9%
SVWAG
306
Sound View Wealth Advisors Group
Georgia
$382K -$4.77K -26 -1%
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$373K -$14.7K -80 -4%
VPP
308
Vertex Planning Partners
Illinois
$372K
APP
309
Avantax Planning Partners
Iowa
$372K
IA
310
IFP Advisors
Florida
$372K -$97.4K -531 -21%
First Manhattan
311
First Manhattan
New York
$372K +$17.8K +97 +5%
DI
312
DFPG Investments
Utah
$369K +$353K +1,925 New
WJWM
313
Williams Jones Wealth Management
New York
$366K -$140K -762 -28%
GM
314
GeoWealth Management
Illinois
$365K +$351K +1,913 New
CA
315
CoreCap Advisors
Michigan
$364K -$47.7K -260 -12%
VA
316
Valmark Advisers
Ohio
$364K +$349K +1,904 New
ISL
317
Ingalls & Snyder LLC
New York
$361K +$347K +1,891 New
MFG
318
Midwest Financial Group
Kansas
$359K -$7.52K -41 -2%
IWM
319
IHT Wealth Management
Illinois
$359K +$108K +586 +45%
AMM
320
American Money Management
California
$357K +$1.1K +6 +0.3%
FF
321
Fox Financial
Pennsylvania
$355K +$341K +1,858 New
FPB
322
First PREMIER Bank
South Dakota
$350K -$19.1K -104 -5%
CDH
323
Charles D. Hyman
$349K
Qube Research & Technologies (QRT)
324
Qube Research & Technologies (QRT)
United Kingdom
$348K +$328K +1,790 +5,265%
Baird Financial Group
325
Baird Financial Group
Wisconsin
$345K +$27.3K +149 +9%

VDC Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2023, worth a combined $2.97B — down 3.4% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VDC positions and 56 closed out — a net gain of 15 holders — while 170 added to existing stakes and 195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $189M.

  • 549 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2023, up from 542 in Q3 2023.
  • Funds reported $2.97B of Vanguard Consumer Staples ETF stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Consumer Staples ETF positions in Q4 2023 and 56 closed out, a net change of +15 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $189M sold.

Based on aggregated 13F filings for Q4 2023.