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Vanguard Consumer Staples ETF

542 hedge funds and large institutions have $3.07B invested in Vanguard Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $714K

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

2.2% more ownership

Funds ownership: 46.52%48.72% (+2.2%)

1% more funds holding

Funds holding: 537542 (+5)

1% more capital invested

Capital invested by funds: $3.05B → $3.07B (+$21.9M)

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 181

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
542
Holders Change
+5
Holders Change %
+0.93%
% of All Funds
8.6%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
51
Increased
167
Reduced
181
Closed
41
Calls
$1.64M
Puts
$714K
Net Calls
+$930K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
351
EP Wealth Advisors
California
$293K -$773K -4,004 -71%
JCM
352
Jacobi Capital Management
Pennsylvania
$290K -$69.7K -361 -19%
FW
353
FirstPurpose Wealth
Utah
$287K -$19.3K -100 -6%
AT
354
Avalon Trust
New Mexico
$287K
NFG
355
Nadler Financial Group
Illinois
$284K
PWP
356
Perfromance Wealth Partners
Illinois
$282K
GC
357
Gilbert & Cook
Iowa
$282K -$152K -787 -34%
Bank of Montreal
358
Bank of Montreal
Ontario, Canada
$276K
SOS
359
Silver Oak Securities
Tennessee
$275K -$18.1K -94 -6%
PIA
360
Panoramic Investment Advisors
Colorado
$274K +$290K +1,501 New
HWA
361
Hillcrest Wealth Advisors
New Jersey
$274K
WPC
362
Waters Parkerson & Co
Louisiana
$270K
PCWA
363
Pacific Capital Wealth Advisors
California
$270K
HPC
364
HM Payson & Co
Maine
$269K
ACS
365
Archford Capital Strategies
Illinois
$268K
QS
366
Quantitative Strategies
California
$267K +$21K +109 +8%
CS
367
Cannell & Spears
New York
$262K
SFC
368
Strategic Financial Concepts
Texas
$260K +$19.1K +99 +7%
API
369
Advisor Partners II
California
$260K +$274K +1,422 New
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$259K -$33.6K -174 -11%
RCYC
371
Richard C. Young & Co
Rhode Island
$253K +$1.74K +9 +0.7%
SL
372
Stevard LLC
Illinois
$251K
OCPWS
373
One Charles Private Wealth Services
Massachusetts
$250K -$201K -1,040 -43%
TPCW
374
TD Private Client Wealth
New York
$250K +$12.2K +63 +5%
EP
375
Essential Planning
New Hampshire
$247K -$11K -57 -4%

VDC Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q3 2023, worth a combined $3.07B — up 0.72% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VDC positions and 41 closed out — a net gain of 10 holders — while 167 added to existing stakes and 181 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $151M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $66.9M.

  • 542 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $3.07B of Vanguard Consumer Staples ETF stock for Q3 2023, up 0.72% quarter-over-quarter.
  • 51 funds opened new Vanguard Consumer Staples ETF positions in Q3 2023 and 41 closed out, a net change of +10 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $151M added.
  • The largest Vanguard Consumer Staples ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $66.9M sold.

Based on aggregated 13F filings for Q3 2023.