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Vanguard Consumer Staples ETF
VDC

574 hedge funds and large institutions have $2.96B invested in Vanguard Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 175 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $983K | Put options by funds: $388K

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 549 → 574 (+25)

0% less capital invested

Capital invested by funds: $2.97B → $2.96B (-$1.64M)

1.38% less ownership

Funds ownership: 48.55% → 47.18% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 198

Holders
574
Holders Change
+25
Holders Change %
+4.55%
% of All Funds
8.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
66
Increased
175
Reduced
198
Closed
35
Calls
$983K
Puts
$388K
Net Calls
+$595K
Net Calls Change
-$732K

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$150M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$39.4M
4
MIM
Morningstar Investment Management
Illinois
+$38.9M
5
AWS
Atria Wealth Solutions
New York
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$323M
2
Morgan Stanley
Morgan Stanley
New York
-$164M
3
MIS
Morningstar Investment Services
Illinois
-$18.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.5M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
376
Integrated Wealth Concepts
Massachusetts
$284K +$13.9K +71 +5%
HWMA
377
Heritage Wealth Management (Arizona)
Arizona
$281K – – –
GC
378
Gilbert & Cook
Iowa
$278K -$33.4K -170 -11%
SOS
379
Silver Oak Securities
Tennessee
$275K -$50.1K -255 -16%
CI
380
Ceera Investments
Texas
$274K – – –
NIC
381
Northwest Investment Counselors
Oregon
$273K – – –
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$270K +$10.6K +54 +4%
CAM
383
Clark Asset Management
New Hampshire
$269K – – –
QWM
384
Quadcap Wealth Management
Texas
$268K +$196 +1 +0.1%
FAG
385
Fortitude Advisory Group
Washington
$266K – – –
TFCP
386
Twin Focus Capital Partners
Massachusetts
$265K – – –
AWE
387
Avidian Wealth Enterprises
Texas
$264K – – –
CPA
388
Cardiff Park Advisors
California
$264K +$196 +1 +0.1%
SWA
389
Stratos Wealth Advisors
Ohio
$264K – – –
TMWM
390
Taylor & Morgan Wealth Management
Michigan
$264K +$982 +5 +0.4%
CFSG
391
Community Financial Services Group
Vermont
$263K +$253K +1,287 New
DK
392
David Kennon
Florida
$258K -$3.94M -20,073 -94%
CJ
393
Caitlin John
Michigan
$258K +$786 +4 +0.3%
WCM
394
Windham Capital Management
Massachusetts
$257K -$787K -4,008 -76%
HWA
395
Heartwood Wealth Advisors
Virginia
$257K – – –
MAG
396
Members Advisory Group
New York
$256K -$2.95K -15 -1%
KeyBank National Association
397
KeyBank National Association
Ohio
$256K – – –
TIA
398
Traphagen Investment Advisors
New Jersey
$255K – – –
EP
399
Essential Planning
New Hampshire
$255K -$3.54K -18 -1%
TI
400
tru Independence
Oregon
$255K -$14.3K -73 -6%
14 15
16
17 18

VDC Hedge Fund Activity: Q1 2024 in Review

574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2024, worth a combined $2.96B — down 0.06% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VDC positions and 35 closed out — a net gain of 31 holders — while 175 added to existing stakes and 198 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $150M. The largest seller was Bank of America, cutting an estimated $323M.

  • 574 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $2.96B of Vanguard Consumer Staples ETF stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 66 funds opened new Vanguard Consumer Staples ETF positions in Q1 2024 and 35 closed out, a net change of +31 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $150M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2024 was Bank of America, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2024.