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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
NSAM
351
North Star Asset Management
Wisconsin
$216K +$203K +1,080 New
RTS
352
Round Table Services
New Jersey
$215K -$9.42K -50 -4%
TMWM
353
Taylor & Morgan Wealth Management
Michigan
$214K +$202K +1,070 New
DC
354
Davenport & Co
Virginia
$212K -$31.3K -166 -14%
FHA
355
Flagship Harbor Advisors
Massachusetts
$210K +$198K +1,053 New
OPS
356
Orion Portfolio Solutions
Nebraska
$208K +$196K +1,041 New
BCM
357
Brookstone Capital Management
Illinois
$207K +$195K +1,033 New
LSPW
358
Lake Street Private Wealth
Illinois
$206K +$194K +1,029 New
SCFS
359
S.C. Financial Services
Arizona
$201K +$190K +1,007 New
WPWM
360
Western Pacific Wealth Management
Illinois
$199K +$188K +1,000 New
NFSG
361
Newbridge Financial Services Group
Florida
$198K -$37.7K -200 -17%
BW
362
Bison Wealth
Georgia
$196K -$27.3K -145 -13%
KTC
363
Kistler-Tiffany Companies
Pennsylvania
$193K – – –
ONST
364
Old North State Trust
North Carolina
$167K – – –
EIP
365
Ellis Investment Partners
Pennsylvania
$162K +$1.88K +10 +1%
PA
366
Parallel Advisors
California
$161K +$754 +4 +0.5%
NSIM
367
North Star Investment Management
Illinois
$158K +$188 +1 +0.1%
OIA
368
Optimum Investment Advisors
Illinois
$152K +$942 +5 +0.7%
CSB
369
City State Bank
Iowa
$150K +$141K +748 New
CWP
370
Concord Wealth Partners
Virginia
$145K +$125K +666 +1,110%
FNBOSM
371
First National Bank of South Miami
Florida
$142K – – –
BlackRock
372
BlackRock
New York
$132K – – –
LWANC
373
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K – – –
OFG
374
Oxford Financial Group
Indiana
$122K +$34.7K +184 +43%
SIS
375
Sound Income Strategies
Florida
$120K +$113K +600 New
13 14
15
16 17

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.