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Vanguard Consumer Staples ETF
VDC

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: 542 → 549 (+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: 18 → 15 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$139M
2
MIS
Morningstar Investment Services
Illinois
+$17M
3
Bank of America
Bank of America
North Carolina
+$16.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$7.48M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$189M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.6M
3
Osaic Holdings
Osaic Holdings
Arizona
-$50.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$14.2M
5
Wells Fargo
Wells Fargo
California
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
376
Apexium Financial
Texas
$248K +$367 +2 +0.2%
AWE
377
Avidian Wealth Enterprises
Texas
$247K +$237K +1,294 New
SWA
378
Stratos Wealth Advisors
Ohio
$247K – – –
CPA
379
Cardiff Park Advisors
California
$246K +$1.28K +7 +0.5%
TMWM
380
Taylor & Morgan Wealth Management
Michigan
$246K +$3.49K +19 +1%
CBFP
381
Cedar Brook Financial Partners
Ohio
$244K +$917 +5 +0.4%
EWA
382
EP Wealth Advisors
California
$243K -$61.1K -333 -21%
MAG
383
Members Advisory Group
New York
$243K – – –
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$242K +$76.3K +416 +49%
PVI
385
Pine Valley Investments
New Jersey
$241K -$15.2K -83 -6%
HWA
386
Heartwood Wealth Advisors
Virginia
$241K +$231K +1,261 New
CJ
387
Caitlin John
Michigan
$240K +$231K +1,258 New
KeyBank National Association
388
KeyBank National Association
Ohio
$239K -$126K -687 -35%
TIA
389
Traphagen Investment Advisors
New Jersey
$239K – – –
WFA
390
WMG Financial Advisors
Tennessee
$235K -$14.3K -78 -6%
PAG
391
Private Advisory Group
Washington
$234K -$262K -1,430 -54%
RWM
392
Ritholtz Wealth Management
New York
$233K +$223K +1,218 New
AGP
393
Autumn Glory Partners
Texas
$233K – – –
EWA
394
Evolution Wealth Advisors
Florida
$230K +$221K +1,206 New
ANTB
395
AMG National Trust Bank
Colorado
$226K – – –
IFWM
396
Institute for Wealth Management
Colorado
$224K -$22.8K -124 -10%
LIWM
397
Long Island Wealth Management
New York
$221K +$213K +1,159 New
PWG
398
Private Wealth Group
Florida
$221K -$105K -571 -33%
TI
399
Truepoint Inc
Ohio
$221K – – –
CAM
400
Creekmur Asset Management
Illinois
$220K +$211K +1,151 New
14 15
16
17 18

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.