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Vanguard Consumer Staples ETF

542 hedge funds and large institutions have $3.07B invested in Vanguard Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $714K

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

2.2% more ownership

Funds ownership: 46.52%48.72% (+2.2%)

1% more funds holding

Funds holding: 537542 (+5)

1% more capital invested

Capital invested by funds: $3.05B → $3.07B (+$21.9M)

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 181

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
542
Holders Change
+5
Holders Change %
+0.93%
% of All Funds
8.6%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
51
Increased
167
Reduced
181
Closed
41
Calls
$1.64M
Puts
$714K
Net Calls
+$930K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
IF
426
Integrity Financial
Wyoming
$143K +$48.2K +250 +47%
CT
427
Colonial Trust
South Carolina
$142K
CHA
428
Carmichael Hill & Associates
Maryland
$140K -$19.3K -100 -12%
NSIM
429
North Star Investment Management
Illinois
$132K
LWANC
430
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K
UCB
431
United Community Bank
South Carolina
$130K +$137K +710 New
DSC
432
Duncker Streett & Co
Missouri
$127K
AF
433
Advisornet Financial
Minnesota
$126K +$193 +1 +0.1%
HB
434
Horizon Bancorp
Indiana
$123K +$130K +673 New
PTC
435
Private Trust Company
Ohio
$121K -$10K -52 -7%
DJSG
436
D.J. St. Germain
Massachusetts
$119K
GJIA
437
Glass Jacobson Investment Advisors
Maryland
$118K
NFSG
438
Newbridge Financial Services Group
Florida
$116K -$32.8K -170 -21%
PIM
439
Progressive Investment Management
Oregon
$110K
BCV
440
Banque Cantonale Vaudoise
Switzerland
$103K
EWA
441
EverSource Wealth Advisors
Alabama
$101K +$73.5K +381 +219%
PFA
442
Pathway Financial Advisers
Indiana
$100K +$106K +549 New
RFA
443
Resurgent Financial Advisors
Georgia
$92.8K
WAM
444
WFA Asset Management
Wisconsin
$88.4K +$772 +4 +0.8%
RW
445
RVW Wealth
California
$85.1K +$89.9K +466 New
NS
446
NBC Securities
Alabama
$83K +$88.4K +458 New
FFL
447
Financial Freedom LLC
Ohio
$80.9K +$579 +3 +0.7%
TCM
448
TD Capital Management
Tennessee
$78.2K +$579 +3 +0.7%
AWM
449
Atticus Wealth Management
Florida
$73.1K
PCMC
450
Private Capital Management (Colorado)
Colorado
$68.3K

VDC Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q3 2023, worth a combined $3.07B — up 0.72% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VDC positions and 41 closed out — a net gain of 10 holders — while 167 added to existing stakes and 181 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $151M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $66.9M.

  • 542 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $3.07B of Vanguard Consumer Staples ETF stock for Q3 2023, up 0.72% quarter-over-quarter.
  • 51 funds opened new Vanguard Consumer Staples ETF positions in Q3 2023 and 41 closed out, a net change of +10 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $151M added.
  • The largest Vanguard Consumer Staples ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $66.9M sold.

Based on aggregated 13F filings for Q3 2023.