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Vanguard Consumer Staples ETF

399 hedge funds and large institutions have $2.55B invested in Vanguard Consumer Staples ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 129 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $2.42B → $2.55B (+$126M)

2.2% more ownership

Funds ownership: 42.4%44.6% (+2.2%)

0% more funds holding

Funds holding: 398399 (+1)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 129

42% less call options, than puts

Call options by funds: $842K | Put options by funds: $1.45M

Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
124
Reduced
129
Closed
26
Calls
$842K
Puts
$1.45M
Net Calls
-$610K
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
376
Concord Wealth Partners
Virginia
$11K -$10.2K -55 -48%
FFA
377
Founders Financial Alliance
North Carolina
$10K
SWA
378
SOA Wealth Advisors
New York
$10K
Jones Financial Companies
379
Jones Financial Companies
Missouri
$9K
AWM
380
Activest Wealth Management
Florida
$8K
FHA
381
First Horizon Advisors
Tennessee
$8K
KIG
382
Kowal Investment Group
Wisconsin
$8K +$7.78K +42 New
AW
383
Avion Wealth
Texas
$8K +$7.96K +43 New
AFS
384
Annapolis Financial Services
Maryland
$7K
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$7K +$7.04K +38 New
KFS
386
Kelly Financial Services
Massachusetts
$6.27K +$6.48K +35 New
SC
387
SouthState Corp
Florida
$6K -$13.9K -75 -69%
CAL
388
Capital Analysts LLC
Pennsylvania
$5K
JGIA
389
Jackson Grant Investment Advisers
Connecticut
$5K
DI
390
Disciplined Investments
Oklahoma
$5K +$4.81K +26 New
MAM
391
McCarthy Asset Management
California
$4K
PFBT
392
Parkside Financial Bank & Trust
Missouri
$4K
RMC
393
Resources Management Corp
Connecticut
$4K
AA
394
Addison Advisors
Vermont
$3K
WFO
395
Wealthgate Family Office
Colorado
$3K +$2.59K +14 New
PFA
396
Professional Financial Advisors
Nebraska
$3K +$3.33K +18 New
CAGAS
397
Capital Advisory Group Advisory Services
Minnesota
$1K -$185 -1 -11%
JIR
398
James Investment Research
Ohio
$1K -$185 -1 -25%
JWM
399
Janiczek Wealth Management
Colorado
$1K
BBHC
400
Brown Brothers Harriman & Co
New York
$36 -$185 -1 -0.5%