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Vanguard Consumer Staples ETF
VDC

574 hedge funds and large institutions have $2.96B invested in Vanguard Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 175 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $983K | Put options by funds: $388K

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 549 → 574 (+25)

0% less capital invested

Capital invested by funds: $2.97B → $2.96B (-$1.64M)

1.38% less ownership

Funds ownership: 48.55% → 47.18% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 198

Holders
574
Holders Change
+25
Holders Change %
+4.55%
% of All Funds
8.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
66
Increased
175
Reduced
198
Closed
35
Calls
$983K
Puts
$388K
Net Calls
+$595K
Net Calls Change
-$732K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$150M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$39.4M
4
MIM
Morningstar Investment Management
Illinois
+$38.9M
5
AWS
Atria Wealth Solutions
New York
+$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$323M
2
Morgan Stanley
Morgan Stanley
New York
-$164M
3
MIS
Morningstar Investment Services
Illinois
-$18.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.5M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
301
Spinnaker Investment Group
California
$453K -$144K -733 -25%
VA
302
Valmark Advisers
Ohio
$446K +$54.8K +279 +15%
VST
303
Van Strum & Towne
California
$443K – – –
PFG
304
Pinnacle Financial Group
Illinois
$440K -$12.6K -64 -3%
RMAM
305
Raab & Moskowitz Asset Management
New Jersey
$438K -$20K -102 -5%
WS
306
Wedbush Securities
California
$437K -$57.9K -295 -12%
CIA
307
Capital Investment Advisors
Georgia
$436K +$419K +2,134 New
RWM
308
RBA Wealth Management
California
$435K +$4.52K +23 +1%
NAS
309
Nicolet Advisory Services
Wisconsin
$430K – – –
ACM
310
Armbruster Capital Management
New York
$429K -$21.6K -110 -5%
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$429K +$29.3K +149 +8%
GCP
312
GSA Capital Partners
United Kingdom
$423K -$1.3M -6,619 -76%
Jones Financial Companies
313
Jones Financial Companies
Missouri
$422K +$148K +753 +57%
TSWM
314
Tyler-Stone Wealth Management
Ohio
$418K -$23.4K -119 -5%
WWM
315
Western Wealth Management
Colorado
$417K -$167K -851 -29%
HNB
316
Huntington National Bank
Ohio
$416K – – –
WJWM
317
Williams Jones Wealth Management
New York
$415K +$23.4K +119 +6%
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$414K +$104K +527 +35%
LSA
319
Lion Street Advisors
Texas
$413K – – –
APP
320
Avantax Planning Partners
Iowa
$411K +$12.4K +63 +3%
OIA
321
OneDigital Investment Advisors
Kansas
$406K -$18.9K -96 -5%
IA
322
IFP Advisors
Florida
$400K +$2.55K +13 +0.7%
MG
323
Mather Group
Illinois
$400K – – –
RBC
324
Romano Brothers & Co
Illinois
$398K -$19.1K -97 -5%
VPP
325
Vertex Planning Partners
Illinois
$398K – – –
11 12
13
14 15

VDC Hedge Fund Activity: Q1 2024 in Review

574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2024, worth a combined $2.96B — down 0.06% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VDC positions and 35 closed out — a net gain of 31 holders — while 175 added to existing stakes and 198 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $150M. The largest seller was Bank of America, cutting an estimated $323M.

  • 574 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $2.96B of Vanguard Consumer Staples ETF stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 66 funds opened new Vanguard Consumer Staples ETF positions in Q1 2024 and 35 closed out, a net change of +31 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $150M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2024 was Bank of America, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2024.