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Vanguard Consumer Staples ETF
VDC

Overview Fund Activity

547 hedge funds and large institutions have $2.96B 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, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
8.02%
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
194
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
MIS
Morningstar Investment Services
Illinois
+$17.7M
3
Bank of America
Bank of America
North Carolina
+$17.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.78M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$197M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$53M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$14.8M
5
Wells Fargo
Wells Fargo
California
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
326
Biltmore Family Office
North Carolina
$344K – – –
FW
327
FirstPurpose Wealth
Utah
$344K +$43.7K +229 +15%
AFO
328
Arrowroot Family Office
California
$343K -$573 -3 -0.2%
VFA
329
Valeo Financial Advisors
Indiana
$335K +$28.3K +148 +9%
MCCA
330
Mill Creek Capital Advisors
Pennsylvania
$328K +$764 +4 +0.2%
OCM
331
Orleans Capital Management
Louisiana
$325K +$325K +1,700 New
MAM
332
Mainsail Asset Management
Alabama
$323K +$323K +1,691 New
EA
333
Emerald Advisors
Washington
$322K – – –
PIA
334
Panoramic Investment Advisors
Colorado
$321K +$34.4K +180 +12%
OC
335
Oppenheimer & Co
New York
$320K -$64.2K -336 -17%
IWA
336
IVC Wealth Advisors
Pennsylvania
$316K – – –
ORC
337
O'Rourke & Company
Massachusetts
$310K -$142K -743 -31%
SOS
338
Silver Oak Securities
Tennessee
$306K +$17.9K +94 +6%
COCM
339
Charter Oak Capital Management
New Hampshire
$303K +$83.6K +438 +38%
GWM
340
Geneos Wealth Management
Colorado
$302K -$50K -262 -14%
JCM
341
Jacobi Capital Management
Pennsylvania
$299K -$4.01K -21 -1%
CWM
342
Cornerstone Wealth Management
Missouri
$297K -$57.9K -303 -16%
AT
343
Avalon Trust
New Mexico
$295K -$4.77K -25 -2%
GC
344
Gilbert & Cook
Iowa
$293K -$1.53K -8 -0.5%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$287K +$13.4K +70 +5%
HWA
346
Hillcrest Wealth Advisors
New Jersey
$286K – – –
SF
347
Synovus Financial
Georgia
$285K -$128K -672 -31%
WPC
348
Waters Parkerson & Co
Louisiana
$282K – – –
HPC
349
HM Payson & Co
Maine
$282K – – –
FIA
350
Foundations Investment Advisors
Arizona
$281K +$26K +132 +10%
12 13
14
15 16