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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
PVI
376
Pine Valley Investments
New Jersey
$247K +$30.7K +159 +13%
CI
377
Ceera Investments
Texas
$245K -$5.02K -26 -2%
NIC
378
Northwest Investment Counselors
Oregon
$244K
FAG
379
Fortitude Advisory Group
Washington
$243K
AFO
380
Allie Family Office
Florida
$242K
CAM
381
Clark Asset Management
New Hampshire
$241K +$255K +1,320 New
FPAS
382
Focus Partners Advisor Solutions
Missouri
$241K +$254K +1,317 New
EPM
383
Elm Partners Management
Pennsylvania
$240K +$254K +1,316 New
MOS
384
MGO One Seven
Ohio
$240K +$3.28K +17 +1%
WFA
385
WMG Financial Advisors
Tennessee
$239K
JIP
386
Jaffetilchin Investment Partners
Florida
$239K +$7.53K +39 +3%
KWS
387
Keystone Wealth Services
California
$239K
CA
388
CGN Advisors
Kansas
$238K -$26K -135 -9%
AF
389
Apexium Financial
Texas
$238K -$772 -4 -0.3%
TFCP
390
Twin Focus Capital Partners
Massachusetts
$237K
IFWM
391
Institute for Wealth Management
Colorado
$237K -$370K -1,915 -60%
FIA
392
Foundations Investment Advisors
Arizona
$237K +$17K +88 +7%
IWM
393
IHT Wealth Management
Illinois
$236K -$42.6K -221 -15%
SWA
394
Stratos Wealth Advisors
Ohio
$236K +$965 +5 +0.4%
CPA
395
Cardiff Park Advisors
California
$235K +$386 +2 +0.2%
MAG
396
Members Advisory Group
New York
$232K
TMWM
397
Taylor & Morgan Wealth Management
Michigan
$231K +$1.74K +9 +0.7%
CBFP
398
Cedar Brook Financial Partners
Ohio
$231K +$386 +2 +0.2%
OPWM
399
Oxinas Partners Wealth Management
Indiana
$230K +$772 +4 +0.3%
FWS
400
FinDec Wealth Services
California
$229K -$8.1K -42 -3%

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.