VDC icon

Vanguard Consumer Staples ETF
VDC

Overview Fund Activity

572 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, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+25
Holders Change %
+4.57%
% of All Funds
8.29%
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
197
Closed
35
Calls
$983K
Puts
$388K
Net Calls
+$595K
Net Calls Change
-$732K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$155M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$41M
4
MIM
Morningstar Investment Management
Illinois
+$40.4M
5
AWS
Atria Wealth Solutions
New York
+$11.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$336M
2
Morgan Stanley
Morgan Stanley
New York
-$170M
3
MIS
Morningstar Investment Services
Illinois
-$19.4M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVWM
326
Tower View Wealth Management
Wisconsin
$395K -$599K -2,934 -60%
AWM
327
Avondale Wealth Management
Texas
$394K -$51K -250 -11%
SWM
328
Spire Wealth Management
Virginia
$394K -$21.6K -106 -5%
ISL
329
Ingalls & Snyder LLC
New York
$386K – – –
SVWAG
330
Sound View Wealth Advisors Group
Georgia
$381K -$27.2K -133 -7%
FF
331
Fox Financial
Pennsylvania
$379K – – –
MFG
332
Midwest Financial Group
Kansas
$379K -$4.28K -21 -1%
SL
333
Sentinus LLC
Illinois
$376K +$376K +1,843 New
AMM
334
American Money Management
California
$374K -$7.96K -39 -2%
FPB
335
First PREMIER Bank
South Dakota
$374K – – –
PIA
336
Panoramic Investment Advisors
Colorado
$373K +$30K +147 +9%
CDH
337
Charles D. Hyman
$373K – – –
SWMP
338
Signature Wealth Management Partners
New Jersey
$371K +$371K +1,815 New
BFO
339
Biltmore Family Office
North Carolina
$368K – – –
Qube Research & Technologies (QRT)
340
Qube Research & Technologies (QRT)
United Kingdom
$361K -$11K -54 -3%
CIA
341
Cape Investment Advisory
Georgia
$353K +$130K +638 +59%
Baird Financial Group
342
Baird Financial Group
Wisconsin
$350K -$18.6K -91 -5%
ORC
343
O'Rourke & Company
Massachusetts
$350K +$18.6K +91 +6%
CWM
344
Cornerstone Wealth Management
Missouri
$347K +$29K +142 +9%
CIA
345
Concurrent Investment Advisors
Florida
$346K -$159K -781 -32%
MAM
346
Mainsail Asset Management
Alabama
$345K – – –
AA
347
Advisory Alpha
Michigan
$341K +$341K +1,669 New
FPAS
348
Focus Partners Advisor Solutions
Missouri
$339K +$339K +1,663 New
EA
349
Emerald Advisors
Washington
$339K -$5.51K -27 -2%
CCA
350
Checchi Capital Advisers
California
$337K -$132K -646 -28%
12 13
14
15 16