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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
RPCONE
326
Retirement Planning Company of New England
Rhode Island
$248K +$234K +1,242 New
KeyBank National Association
327
KeyBank National Association
Ohio
$244K -$18.8K -100 -8%
FPB
328
First PREMIER Bank
South Dakota
$244K – – –
SWA
329
Stratos Wealth Advisors
Ohio
$243K -$2.83K -15 -1%
MPCG
330
Matrix Private Capital Group
New York
$243K – – –
GIA
331
Guyasuta Investment Advisors
Pennsylvania
$241K +$227K +1,204 New
ANTB
332
AMG National Trust Bank
Colorado
$237K – – –
BSW
333
Buckingham Strategic Wealth
Missouri
$237K – – –
HIIFS
334
Harel Insurance Investments & Financial Services
Israel
$235K – – –
PSF
335
Pacific Sun Financial
California
$234K -$2.83K -15 -1%
IC
336
Inscription Capital
Texas
$230K – – –
SCM
337
Schnieders Capital Management
California
$230K – – –
SAM
338
SP Asset Management
California
$224K -$218K -1,156 -50%
SYBT
339
Stock Yards Bank & Trust
Kentucky
$224K – – –
CA
340
CGN Advisors
Kansas
$223K -$1.51K -8 -0.7%
CFA
341
Carroll Financial Associates
North Carolina
$223K +$56.5K +300 +36%
LAM
342
L2 Asset Management
Massachusetts
$223K +$210K +1,115 New
HSA
343
HBK Sorce Advisory
Pennsylvania
$221K +$208K +1,103 New
UWM
344
USAdvisors Wealth Management
Minnesota
$220K -$15.8K -84 -7%
PWM
345
PRW Wealth Management
Massachusetts
$220K +$207K +1,100 New
TCA
346
Transcend Capital Advisors
New Jersey
$219K +$565 +3 +0.3%
DSC
347
Duncker Streett & Co
Missouri
$218K -$24.5K -130 -11%
HAS
348
HBW Advisory Services
California
$218K +$206K +1,091 New
MWM
349
McNaughton Wealth Management
California
$217K +$204K +1,083 New
ORC
350
O'Rourke & Company
Massachusetts
$216K +$203K +1,079 New
12 13
14
15 16

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.