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Vanguard Consumer Staples ETF

536 hedge funds and large institutions have $2.92B invested in Vanguard Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 187 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $1.74M

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

1.5% more ownership

Funds ownership: 45.74%47.24% (+1.5%)

5% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 187

1% less funds holding

Funds holding: 542536 (-6)

13% less capital invested

Capital invested by funds: $3.36B → $2.92B (-$447M)

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
536
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
8.54%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.32%
New
53
Increased
178
Reduced
187
Closed
43
Calls
$4.16M
Puts
$1.74M
Net Calls
+$2.42M
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Change in
Stake
AT
351
Avalon Trust
New Mexico
$304K +$298K +1,570 New
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$301K +$569 +3 +0.2%
PWP
353
Perfromance Wealth Partners
Illinois
$299K
EWA
354
Evolution Wealth Advisors
Florida
$294K -$3.79K -20 -1%
HPC
355
HM Payson & Co
Maine
$293K -$13.1K -69 -4%
HWA
356
Hillcrest Wealth Advisors
New Jersey
$290K
RIA
357
Regal Investment Advisors
Michigan
$288K +$13.8K +73 +5%
SOS
358
Silver Oak Securities
Tennessee
$288K +$190 +1 +0.1%
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$287K +$12.7K +67 +5%
MA
360
Montag & Associates
Georgia
$287K +$111K +585 +65%
PCWA
361
Pacific Capital Wealth Advisors
California
$286K
WPC
362
Waters Parkerson & Co
Louisiana
$286K
ACS
363
Archford Capital Strategies
Illinois
$285K -$1.9K -10 -0.7%
NFG
364
Nadler Financial Group
Illinois
$282K +$28.4K +150 +11%
PWM
365
PRW Wealth Management
Massachusetts
$278K +$263K +1,387 New
CS
366
Cannell & Spears
New York
$278K
VFA
367
Valeo Financial Advisors
Indiana
$277K +$22.7K +120 +9%
CFA
368
Compass Financial Advisors
Indiana
$275K -$11.8K -62 -4%
CWA
369
Canvas Wealth Advisors
Kansas
$273K
CI
370
Ceera Investments
Texas
$267K -$40.7K -215 -13%
DC
371
Davenport & Co
Virginia
$267K +$13.6K +72 +6%
RCYC
372
Richard C. Young & Co
Rhode Island
$266K +$1.14K +6 +0.4%
SL
373
Stevard LLC
Illinois
$266K
TMWM
374
Taylor & Morgan Wealth Management
Michigan
$263K +$1.14K +6 +0.4%
FAG
375
Fortitude Advisory Group
Washington
$260K

VDC Hedge Fund Activity: Q1 2023 in Review

536 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2023, worth a combined $2.92B — down 13% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VDC positions and 43 closed out — a net gain of 10 holders — while 178 added to existing stakes and 187 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $72.2M. The largest seller was ALPS Advisors, exiting entirely with an estimated $13.7M sold.

  • 536 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2023, down from 542 in Q4 2022.
  • Funds reported $2.92B of Vanguard Consumer Staples ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 53 funds opened new Vanguard Consumer Staples ETF positions in Q1 2023 and 43 closed out, a net change of +10 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $72.2M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2023 was ALPS Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2023.