VDC icon

Vanguard Consumer Staples ETF
VDC

Overview Fund Activity

547 hedge funds and large institutions have $2.96B 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, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
8.02%
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
194
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
MIS
Morningstar Investment Services
Illinois
+$17.7M
3
Bank of America
Bank of America
North Carolina
+$17.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.78M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$197M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$53M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$14.8M
5
Wells Fargo
Wells Fargo
California
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
376
Avidian Wealth Enterprises
Texas
$247K +$247K +1,294 New
SWA
377
Stratos Wealth Advisors
Ohio
$247K – – –
CPA
378
Cardiff Park Advisors
California
$246K +$1.34K +7 +0.5%
TMWM
379
Taylor & Morgan Wealth Management
Michigan
$246K +$3.63K +19 +1%
CBFP
380
Cedar Brook Financial Partners
Ohio
$244K +$961 +5 +0.4%
EWA
381
EP Wealth Advisors
California
$243K -$63.6K -333 -21%
MAG
382
Members Advisory Group
New York
$243K – – –
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$242K +$79.4K +416 +49%
PVI
384
Pine Valley Investments
New Jersey
$241K -$15.9K -83 -6%
HWA
385
Heartwood Wealth Advisors
Virginia
$241K +$241K +1,261 New
CJ
386
Caitlin John
Michigan
$240K +$240K +1,258 New
KeyBank National Association
387
KeyBank National Association
Ohio
$239K -$131K -687 -35%
TIA
388
Traphagen Investment Advisors
New Jersey
$239K – – –
WFA
389
WMG Financial Advisors
Tennessee
$235K -$14.9K -78 -6%
PAG
390
Private Advisory Group
Washington
$234K -$273K -1,430 -54%
RWM
391
Ritholtz Wealth Management
New York
$233K +$233K +1,218 New
AGP
392
Autumn Glory Partners
Texas
$233K – – –
EWA
393
Evolution Wealth Advisors
Florida
$230K +$230K +1,206 New
ANTB
394
AMG National Trust Bank
Colorado
$226K – – –
IFWM
395
Institute for Wealth Management
Colorado
$224K -$23.7K -124 -10%
LIWM
396
Long Island Wealth Management
New York
$221K +$221K +1,159 New
PWG
397
Private Wealth Group
Florida
$221K -$109K -571 -33%
TI
398
Truepoint Inc
Ohio
$221K – – –
CAM
399
Creekmur Asset Management
Illinois
$220K +$220K +1,151 New
CAG
400
Compass Advisory Group
New York
$218K -$201K -1,052 -48%
14 15
16
17 18