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Vanguard Consumer Staples ETF
VDC

Overview Fund Activity

572 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, 197 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+25
Holders Change %
+4.57%
% of All Funds
8.29%
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
197
Closed
35
Calls
$983K
Puts
$388K
Net Calls
+$595K
Net Calls Change
-$732K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$155M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$41M
4
MIM
Morningstar Investment Management
Illinois
+$40.4M
5
AWS
Atria Wealth Solutions
New York
+$11.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$336M
2
Morgan Stanley
Morgan Stanley
New York
-$170M
3
MIS
Morningstar Investment Services
Illinois
-$19.4M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
401
Ritholtz Wealth Management
New York
$249K – – –
CBFP
402
Cedar Brook Financial Partners
Ohio
$248K -$10.8K -53 -4%
AGP
403
Autumn Glory Partners
Texas
$247K – – –
EWA
404
Evolution Wealth Advisors
Florida
$246K – – –
WFA
405
WMG Financial Advisors
Tennessee
$246K -$5.1K -25 -2%
AF
406
Apexium Financial
Texas
$244K -$20.2K -99 -8%
ANTB
407
AMG National Trust Bank
Colorado
$242K – – –
MWM
408
Modern Wealth Management
Kansas
$241K +$241K +1,182 New
AC
409
Avestar Capital
New York
$240K +$240K +1,174 New
SFC
410
Strategic Financial Concepts
Texas
$239K +$239K +1,169 New
PWG
411
Private Wealth Group
Florida
$236K – – –
OWA
412
Octavia Wealth Advisors
Ohio
$235K +$235K +1,151 New
MCCA
413
Mill Creek Capital Advisors
Pennsylvania
$233K -$118K -577 -34%
CAG
414
Compass Advisory Group
New York
$228K -$4.29K -21 -2%
PA
415
Pinnacle Associates
New York
$228K -$4.7K -23 -2%
HSA
416
HBK Sorce Advisory
Pennsylvania
$225K +$204 +1 +0.1%
OPWM
417
Oxinas Partners Wealth Management
Indiana
$222K +$2.25K +11 +1%
AGA
418
Arkos Global Advisors
Texas
$222K +$222K +1,086 New
TCA
419
Transcend Capital Advisors
New Jersey
$220K +$612 +3 +0.3%
FT
420
Fiduciary Trust
Massachusetts
$216K -$12.2K -60 -5%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$215K +$66K +323 +44%
LSPW
422
Lake Street Private Wealth
Illinois
$215K +$612 +3 +0.3%
DC
423
Davenport & Co
Virginia
$213K +$213K +1,045 New
SCM
424
Schnieders Capital Management
California
$211K +$211K +1,035 New
MFA
425
McClarren Financial Advisors
Pennsylvania
$210K +$1.02K +5 +0.5%
15 16
17
18 19