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Vanguard Consumer Staples ETF

579 hedge funds and large institutions have $2.87B invested in Vanguard Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $853K

1% more funds holding

Funds holding: 574579 (+5)

0.27% less ownership

Funds ownership: 47.18%46.9% (-0.27%)

3% less capital invested

Capital invested by funds: $2.96B → $2.87B (-$89.5M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

17% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 199

Holders
579
Holders Change
+5
Holders Change %
+0.87%
% of All Funds
8.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
165
Reduced
199
Closed
33
Calls
$1.08M
Puts
$853K
Net Calls
+$223K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
376
Clark Asset Management
New Hampshire
$294K +$26.2K +129 +10%
PWP
377
Perfromance Wealth Partners
Illinois
$294K +$5.28K +26 +2%
WIA
378
World Investment Advisors
California
$291K +$291K +1,434 New
CS
379
Cannell & Spears
New York
$291K
SOS
380
Silver Oak Securities
Tennessee
$289K +$15.8K +78 +6%
PIA
381
Perennial Investment Advisors
California
$287K +$287K +1,415 New
HWMA
382
Heritage Wealth Management (Arizona)
Arizona
$279K
HFO
383
Heritage Family Offices
Arizona
$279K +$279K +1,375 New
Betterment LLC
384
Betterment LLC
New York
$277K +$277K +1,366 New
CI
385
Ceera Investments
Texas
$272K
SWA
386
Stratos Wealth Advisors
Ohio
$272K +$9.95K +49 +4%
NIC
387
Northwest Investment Counselors
Oregon
$272K
QWM
388
Quadcap Wealth Management
Texas
$267K -$609 -3 -0.2%
FFA
389
Farther Finance Advisors
California
$266K +$66.2K +326 +33%
FAG
390
Fortitude Advisory Group
Washington
$265K
EP
391
Essential Planning
New Hampshire
$264K -$6.91K -34 -3%
CPA
392
Cardiff Park Advisors
California
$262K
TMWM
393
Taylor & Morgan Wealth Management
Michigan
$262K
Focus Partners Wealth
394
Focus Partners Wealth
Massachusetts
$257K +$258K +1,268 New
DK
395
David Kennon
Florida
$257K
CJ
396
Caitlin John
Michigan
$256K
WCM
397
Windham Capital Management
Massachusetts
$256K
HWA
398
Heartwood Wealth Advisors
Virginia
$256K -$406 -2 -0.2%
TIA
399
Traphagen Investment Advisors
New Jersey
$254K
ACS
400
Archford Capital Strategies
Illinois
$254K -$44.1K -217 -15%

VDC Hedge Fund Activity: Q2 2024 in Review

579 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2024, worth a combined $2.87B — down 3% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VDC positions and 33 closed out — a net gain of 14 holders — while 165 added to existing stakes and 199 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $47.3M. The largest seller was Elwood & Goetz Wealth Advisory Group, cutting an estimated $11.9M.

  • 579 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2024, up from 574 in Q1 2024.
  • Funds reported $2.87B of Vanguard Consumer Staples ETF stock for Q2 2024, down 3% quarter-over-quarter.
  • 47 funds opened new Vanguard Consumer Staples ETF positions in Q2 2024 and 33 closed out, a net change of +14 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $47.3M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2024 was Elwood & Goetz Wealth Advisory Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.