Vanguard Consumer Staples ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$150M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$69.8M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$39.4M |
| 4 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$38.9M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$323M |
| 2 |
Morgan Stanley
New York
|
-$164M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$18.7M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$13.5M |
| 5 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$11.4M |
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.