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Vanguard Consumer Staples ETF

537 hedge funds and large institutions have $3.05B invested in Vanguard Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $856K

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $2.92B → $3.05B (+$131M)

0% more funds holding

Funds holding: 536537 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.72% less ownership

Funds ownership: 47.24%46.52% (-0.72%)

8% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 179

Holders
537
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.43%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
37
Increased
165
Reduced
179
Closed
33
Calls
$2.37M
Puts
$856K
Net Calls
+$1.51M
Net Calls Change
-$905K
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
351
Silver Oak Securities
Tennessee
$312K +$22.1K +113 +8%
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$309K +$6.64K +34 +2%
AT
353
Avalon Trust
New Mexico
$305K
SL
354
SWMG LLC
Texas
$304K -$20.1K -103 -6%
PWP
355
Perfromance Wealth Partners
Illinois
$303K
NFG
356
Nadler Financial Group
Illinois
$302K +$19.5K +100 +7%
FFS
357
Founders Financial Securities
Maryland
$300K -$101K -516 -25%
IWM
358
IHT Wealth Management
Illinois
$294K -$231K -1,180 -44%
HWA
359
Hillcrest Wealth Advisors
New Jersey
$292K
ACS
360
Archford Capital Strategies
Illinois
$291K
PCWA
361
Pacific Capital Wealth Advisors
California
$287K
WPC
362
Waters Parkerson & Co
Louisiana
$287K
HPC
363
HM Payson & Co
Maine
$287K -$7.23K -37 -2%
Bank of Montreal
364
Bank of Montreal
Ontario, Canada
$281K -$9.77K -50 -3%
RIA
365
Regal Investment Advisors
Michigan
$280K -$9.57K -49 -3%
CA
366
CGN Advisors
Kansas
$280K +$281K +1,438 New
CS
367
Cannell & Spears
New York
$279K
EP
368
Essential Planning
New Hampshire
$274K -$38.7K -198 -12%
EWA
369
Evolution Wealth Advisors
Florida
$270K -$25.4K -130 -9%
RCYC
370
Richard C. Young & Co
Rhode Island
$268K
SL
371
Stevard LLC
Illinois
$267K
CIM
372
Corbyn Investment Management
Maryland
$266K -$130K -663 -33%
CI
373
Ceera Investments
Texas
$266K -$1.95K -10 -0.7%
QS
374
Quantitative Strategies
California
$263K +$265K +1,354 New
NIC
375
Northwest Investment Counselors
Oregon
$260K

VDC Hedge Fund Activity: Q2 2023 in Review

537 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2023, worth a combined $3.05B — up 4.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VDC positions and 33 closed out — a net gain of 4 holders — while 165 added to existing stakes and 179 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $67.7M. The largest seller was Resources Management Corp, cutting an estimated $39M.

  • 537 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2023, up from 536 in Q1 2023.
  • Funds reported $3.05B of Vanguard Consumer Staples ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 37 funds opened new Vanguard Consumer Staples ETF positions in Q2 2023 and 33 closed out, a net change of +4 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $67.7M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2023 was Resources Management Corp, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2023.