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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
AWM
376
Axxcess Wealth Management
California
$260K +$19K +97 +8%
AFO
377
Allie Family Office
Florida
$259K
FAG
378
Fortitude Advisory Group
Washington
$258K -$2.93K -15 -1%
SFC
379
Strategic Financial Concepts
Texas
$258K
SWM
380
Sanctuary Wealth Management
Idaho
$257K +$259K +1,324 New
Baird Financial Group
381
Baird Financial Group
Wisconsin
$256K +$391 +2 +0.2%
WFA
382
WMG Financial Advisors
Tennessee
$254K -$1.56K -8 -0.6%
AIA
383
Allied Investment Advisors
Montana
$254K
AF
384
Apexium Financial
Texas
$254K
SWM
385
SeaCrest Wealth Management
New York
$254K
KWS
386
Keystone Wealth Services
California
$254K -$195 -1 -0.1%
TPCW
387
TD Private Client Wealth
New York
$254K -$6.45K -33 -2%
TFCP
388
Twin Focus Capital Partners
Massachusetts
$253K
FWS
389
FinDec Wealth Services
California
$252K -$218K -1,114 -46%
MOS
390
MGO One Seven
Ohio
$252K -$5.67K -29 -2%
GRP
391
Global Retirement Partners
California
$251K -$87.9K -450 -26%
SWA
392
Stratos Wealth Advisors
Ohio
$250K -$8.4K -43 -3%
CPA
393
Cardiff Park Advisors
California
$249K
FPIS
394
Financial Planning & Information Services
Wisconsin
$249K
MAG
395
Members Advisory Group
New York
$247K
JIP
396
Jaffetilchin Investment Partners
Florida
$247K -$1.56K -8 -0.6%
AAS
397
Ameritas Advisory Services
Nebraska
$246K -$1.53M -7,854 -86%
CBFP
398
Cedar Brook Financial Partners
Ohio
$245K
TMWM
399
Taylor & Morgan Wealth Management
Michigan
$245K -$19.5K -100 -7%
OPWM
400
Oxinas Partners Wealth Management
Indiana
$244K -$80.7K -413 -25%

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.