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Vanguard Consumer Staples ETF

537 hedge funds and large institutions have $3.05B invested in Vanguard Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $856K

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $2.92B → $3.05B (+$131M)

0% more funds holding

Funds holding: 536537 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.72% less ownership

Funds ownership: 47.24%46.52% (-0.72%)

8% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 179

Holders
537
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.43%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
37
Increased
165
Reduced
179
Closed
33
Calls
$2.37M
Puts
$856K
Net Calls
+$1.51M
Net Calls Change
-$905K
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
401
Traphagen Investment Advisors
New Jersey
$243K -$79.9K -409 -25%
DC
402
Davenport & Co
Virginia
$241K -$27.4K -140 -10%
RIS
403
Retirement Income Solutions
Michigan
$236K +$237K +1,213 New
FT
404
Fiduciary Trust
Massachusetts
$235K -$14.7K -75 -6%
FIA
405
Foundations Investment Advisors
Arizona
$235K +$236K +1,207 New
CA
406
Continuum Advisory
Idaho
$233K -$3.13K -16 -1%
PVI
407
Pine Valley Investments
New Jersey
$232K
ANTB
408
AMG National Trust Bank
Colorado
$230K
PFGIA
409
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$116K -596 -33%
RPCONE
410
Retirement Planning Company of New England
Rhode Island
$229K -$1.95K -10 -0.8%
GTAM
411
Global Trust Asset Management
Florida
$226K
SYBT
412
Stock Yards Bank & Trust
Kentucky
$226K
BAM
413
BTS Asset Management
Massachusetts
$226K -$9.96K -51 -4%
DWM
414
Dakota Wealth Management
Florida
$225K -$30.7K -157 -12%
TI
415
Truepoint Inc
Ohio
$225K
COCM
416
Charter Oak Capital Management
New Hampshire
$224K
GVAG
417
Great Valley Advisor Group
Delaware
$222K -$9.77K -50 -4%
PSF
418
Pacific Sun Financial
California
$219K +$221K +1,130 New
PBF
419
Petix & Botte Financial
California
$217K +$218K +1,116 New
SCM
420
Schnieders Capital Management
California
$213K -$977 -5 -0.5%
MWM
421
McNaughton Wealth Management
California
$211K
PFS
422
Prospera Financial Services
Texas
$210K +$211K +1,078 New
RA
423
Riverstone Advisors
Texas
$209K
SAM
424
Secure Asset Management
Michigan
$205K +$206K +1,053 New
KTC
425
Kistler-Tiffany Companies
Pennsylvania
$204K +$1.56K +8 +0.8%

VDC Hedge Fund Activity: Q2 2023 in Review

537 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2023, worth a combined $3.05B — up 4.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VDC positions and 33 closed out — a net gain of 4 holders — while 165 added to existing stakes and 179 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $67.7M. The largest seller was Resources Management Corp, cutting an estimated $39M.

  • 537 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2023, up from 536 in Q1 2023.
  • Funds reported $3.05B of Vanguard Consumer Staples ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 37 funds opened new Vanguard Consumer Staples ETF positions in Q2 2023 and 33 closed out, a net change of +4 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $67.7M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2023 was Resources Management Corp, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2023.