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Vanguard Consumer Staples ETF

362 hedge funds and large institutions have $2.44B invested in Vanguard Consumer Staples ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 118 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $468K

72% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $2.14B → $2.44B (+$298M)

6% more funds holding

Funds holding: 342362 (+20)

2% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 121

2.4% less ownership

Funds ownership: 49.88%47.48% (-2.4%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
362
Holders Change
+20
Holders Change %
+5.85%
% of All Funds
7.42%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.23%
New
55
Increased
118
Reduced
121
Closed
32
Calls
$1.18M
Puts
$468K
Net Calls
+$710K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
RICHC
376
Renaissance Investment Consultants Holding Company
Pennsylvania
-$213K -1,544 Closed
SWA
377
Stratos Wealth Advisors
Ohio
-$191K -1,389 Closed
1832 Asset Management
378
1832 Asset Management
Ontario, Canada
-$803K -1,190 Closed
SL
379
Salomon & Ludwin
Virginia
-$107K -780 Closed
DWM
380
Darwin Wealth Management
Florida
-$62K -455 Closed
LS
381
Leelyn Smith
Illinois
-$48K -346 Closed
EWM
382
EPG Wealth Management
Georgia
-$32K -231 Closed
CBT
383
Capital Bank & Trust
California
-$32K -229 Closed
CI
384
CX Institutional
Indiana
-$30K -220 Closed
NC
385
NewSquare Capital
Pennsylvania
-$30K -218 Closed
BWM
386
BerganKDV Wealth Management
Minnesota
-$16K -113 Closed
PMFA
387
Plante Moran Financial Advisors
Michigan
-$9K -68 Closed
BWA
388
Burt Wealth Advisors
Maryland
-$9K -66 Closed
MAM
389
Meeder Asset Management
Ohio
-$7K -48 Closed
WQ
390
Wealth Quarterback
New Jersey
-$4.22K -31 Closed
FGAM
391
Financial Gravity Asset Management
Texas
-$4 -30 Closed
GWMIA
392
Global Wealth Management Investment Advisory
Florida
-$4K -30 Closed
AA
393
Advisory Alpha
Michigan
-$2.86K -19 Closed
CAN
394
Claraphi Advisory Network
United States
-$2K -12 Closed
CAL
395
Capital Advisors Ltd
Ohio
-$1K -4 Closed
GP
396
Greenline Partners
New York
+$148 +1 New

VDC Hedge Fund Activity: Q2 2020 in Review

362 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2020, worth a combined $2.44B — up 14% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VDC positions and 32 closed out — a net gain of 23 holders — while 118 added to existing stakes and 121 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $63.4M. The largest seller was Osaic Holdings, cutting an estimated $124M.

  • 362 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2020, up from 342 in Q1 2020.
  • Funds reported $2.44B of Vanguard Consumer Staples ETF stock for Q2 2020, up 14% quarter-over-quarter.
  • 55 funds opened new Vanguard Consumer Staples ETF positions in Q2 2020 and 32 closed out, a net change of +23 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2020 was Merit Financial Group, an estimated $63.4M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2020 was Osaic Holdings, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2020.