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Vanguard Consumer Staples ETF

579 hedge funds and large institutions have $2.87B invested in Vanguard Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $853K

1% more funds holding

Funds holding: 574579 (+5)

0.27% less ownership

Funds ownership: 47.18%46.9% (-0.27%)

3% less capital invested

Capital invested by funds: $2.96B → $2.87B (-$89.5M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

17% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 199

Holders
579
Holders Change
+5
Holders Change %
+0.87%
% of All Funds
8.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
165
Reduced
199
Closed
33
Calls
$1.08M
Puts
$853K
Net Calls
+$223K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
326
CX Institutional
Indiana
$394K +$241K +1,185 +157%
TVWM
327
Tower View Wealth Management
Wisconsin
$393K
SWM
328
Spire Wealth Management
Virginia
$392K
ISL
329
Ingalls & Snyder LLC
New York
$384K
HNB
330
Huntington National Bank
Ohio
$381K
AMM
331
American Money Management
California
$372K
FPB
332
First PREMIER Bank
South Dakota
$372K
COCM
333
Charter Oak Capital Management
New Hampshire
$371K +$48.5K +239 +15%
HAS
334
HBW Advisory Services
California
$369K +$369K +1,817 New
BFO
335
Biltmore Family Office
North Carolina
$368K
EPM
336
Elm Partners Management
Pennsylvania
$367K -$103K -509 -22%
SWMP
337
Signature Wealth Management Partners
New Jersey
$366K -$2.03K -10 -0.6%
NF
338
Nvest Financial
New Hampshire
$366K +$366K +1,801 New
SL
339
Sentinus LLC
Illinois
$365K -$9.34K -46 -2%
ACM
340
Armbruster Capital Management
New York
$351K -$76K -374 -18%
ORC
341
O'Rourke & Company
Massachusetts
$348K
Baird Financial Group
342
Baird Financial Group
Wisconsin
$348K -$406 -2 -0.1%
HIP
343
HUB Investment Partners
Texas
$346K +$346K +1,705 New
CWM
344
Cornerstone Wealth Management
Missouri
$345K
CIA
345
Concurrent Investment Advisors
Florida
$344K -$406 -2 -0.1%
MAM
346
Mainsail Asset Management
Alabama
$343K
WWM
347
Western Wealth Management
Colorado
$342K -$72.9K -359 -18%
CIA
348
Cape Investment Advisory
Georgia
$340K -$11.2K -55 -3%
VFA
349
Valeo Financial Advisors
Indiana
$339K +$8.94K +44 +3%
EA
350
Emerald Advisors
Washington
$337K

VDC Hedge Fund Activity: Q2 2024 in Review

579 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2024, worth a combined $2.87B — down 3% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VDC positions and 33 closed out — a net gain of 14 holders — while 165 added to existing stakes and 199 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $47.3M. The largest seller was Elwood & Goetz Wealth Advisory Group, cutting an estimated $11.9M.

  • 579 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2024, up from 574 in Q1 2024.
  • Funds reported $2.87B of Vanguard Consumer Staples ETF stock for Q2 2024, down 3% quarter-over-quarter.
  • 47 funds opened new Vanguard Consumer Staples ETF positions in Q2 2024 and 33 closed out, a net change of +14 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $47.3M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2024 was Elwood & Goetz Wealth Advisory Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.