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Vanguard Consumer Staples ETF

549 hedge funds and large institutions have $2.97B invested in Vanguard Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $2M | Put options by funds: $668K

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

1% more funds holding

Funds holding: 542549 (+7)

0.17% less ownership

Funds ownership: 48.72%48.55% (-0.17%)

3% less capital invested

Capital invested by funds: $3.07B → $2.97B (-$104M)

13% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 195

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
549
Holders Change
+7
Holders Change %
+1.29%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
71
Increased
170
Reduced
195
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
351
Foundations Investment Advisors
Arizona
$281K +$24.2K +132 +10%
QS
352
Quantitative Strategies
California
$280K +$734 +4 +0.3%
ACS
353
Archford Capital Strategies
Illinois
$280K
JIP
354
Jaffetilchin Investment Partners
Florida
$278K +$27K +147 +11%
GRP
355
Global Retirement Partners
California
$277K +$66.1K +360 +33%
MOS
356
MGO One Seven
Ohio
$275K +$23.3K +127 +10%
CS
357
Cannell & Spears
New York
$274K
EP
358
Eudaimonia Partners
Tennessee
$273K -$208K -1,134 -44%
CA
359
CGN Advisors
Kansas
$272K +$21.8K +119 +9%
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$270K -$367 -2 -0.1%
RCYC
361
Richard C. Young & Co
Rhode Island
$269K +$4.04K +22 +2%
SFA
362
Sequoia Financial Advisors
Ohio
$264K +$254K +1,382 New
HWMA
363
Heritage Wealth Management (Arizona)
Arizona
$263K +$252K +1,375 New
PWP
364
Perfromance Wealth Partners
Illinois
$262K -$32.1K -175 -11%
SL
365
Stevard LLC
Illinois
$262K -$367 -2 -0.1%
EP
366
Essential Planning
New Hampshire
$258K
CI
367
Ceera Investments
Texas
$256K
NIC
368
Northwest Investment Counselors
Oregon
$256K
CAM
369
Clark Asset Management
New Hampshire
$252K
TI
370
tru Independence
Oregon
$252K -$394K -2,150 -62%
IWC
371
Integrated Wealth Concepts
Massachusetts
$252K -$117K -639 -33%
QWM
372
Quadcap Wealth Management
Texas
$251K +$241K +1,315 New
Jones Financial Companies
373
Jones Financial Companies
Missouri
$251K +$219K +1,191 +968%
FAG
374
Fortitude Advisory Group
Washington
$249K -$4.4K -24 -2%
TFCP
375
Twin Focus Capital Partners
Massachusetts
$248K

VDC Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2023, worth a combined $2.97B — down 3.4% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VDC positions and 56 closed out — a net gain of 15 holders — while 170 added to existing stakes and 195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $189M.

  • 549 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2023, up from 542 in Q3 2023.
  • Funds reported $2.97B of Vanguard Consumer Staples ETF stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Consumer Staples ETF positions in Q4 2023 and 56 closed out, a net change of +15 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $189M sold.

Based on aggregated 13F filings for Q4 2023.