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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

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

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
PVI
401
Pine Valley Investments
New Jersey
$252K -$5.11K -26 -2%
MOS
402
MGO One Seven
Ohio
$252K -$40.5K -206 -14%
RWM
403
Ritholtz Wealth Management
New York
$249K – – –
CBFP
404
Cedar Brook Financial Partners
Ohio
$248K -$10.4K -53 -4%
AGP
405
Autumn Glory Partners
Texas
$247K – – –
EWA
406
Evolution Wealth Advisors
Florida
$246K – – –
WFA
407
WMG Financial Advisors
Tennessee
$246K -$4.91K -25 -2%
AF
408
Apexium Financial
Texas
$244K -$19.4K -99 -8%
ANTB
409
AMG National Trust Bank
Colorado
$242K – – –
MWM
410
Modern Wealth Management
Kansas
$241K +$232K +1,182 New
AC
411
Avestar Capital
New York
$240K +$231K +1,174 New
SFC
412
Strategic Financial Concepts
Texas
$239K +$230K +1,169 New
PWG
413
Private Wealth Group
Florida
$236K – – –
OWA
414
Octavia Wealth Advisors
Ohio
$235K +$226K +1,151 New
MCCA
415
Mill Creek Capital Advisors
Pennsylvania
$233K -$113K -577 -34%
CAG
416
Compass Advisory Group
New York
$228K -$4.13K -21 -2%
PA
417
Pinnacle Associates
New York
$228K -$4.52K -23 -2%
HSA
418
HBK Sorce Advisory
Pennsylvania
$225K +$196 +1 +0.1%
OPWM
419
Oxinas Partners Wealth Management
Indiana
$222K +$2.16K +11 +1%
AGA
420
Arkos Global Advisors
Texas
$222K +$213K +1,086 New
TCA
421
Transcend Capital Advisors
New Jersey
$220K +$589 +3 +0.3%
FT
422
Fiduciary Trust
Massachusetts
$216K -$11.8K -60 -5%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$215K +$63.4K +323 +44%
LSPW
424
Lake Street Private Wealth
Illinois
$215K +$589 +3 +0.3%
DC
425
Davenport & Co
Virginia
$213K +$205K +1,045 New
15 16
17
18 19

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.