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Vanguard Consumer Staples ETF

549 hedge funds and large institutions have $2.97B invested in Vanguard Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $2M | Put options by funds: $668K

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

1% more funds holding

Funds holding: 542549 (+7)

0.17% less ownership

Funds ownership: 48.72%48.55% (-0.17%)

3% less capital invested

Capital invested by funds: $3.07B → $2.97B (-$104M)

13% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 195

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
549
Holders Change
+7
Holders Change %
+1.29%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
71
Increased
170
Reduced
195
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
426
Colonial Trust
South Carolina
$148K
IF
427
Integrity Financial
Wyoming
$143K -$6.79K -37 -5%
Carson Wealth (CWM LLC)
428
Carson Wealth (CWM LLC)
Nebraska
$139K -$51.7K -282 -28%
NSIM
429
North Star Investment Management
Illinois
$138K
NFA
430
Northwest Financial Advisors
Virginia
$138K +$133K +723 New
LWANC
431
Laurel Wealth Advisors (North Carolina)
North Carolina
$136K
UCB
432
United Community Bank
South Carolina
$136K
AF
433
Advisornet Financial
Minnesota
$132K +$367 +2 +0.3%
HB
434
Horizon Bancorp
Indiana
$129K
AW
435
Avion Wealth
Texas
$125K -$29.9K -163 -20%
DSC
436
Duncker Streett & Co
Missouri
$123K -$10.1K -55 -8%
DJSG
437
D.J. St. Germain
Massachusetts
$118K -$6.42K -35 -5%
PIM
438
Progressive Investment Management
Oregon
$115K
PFA
439
Pathway Financial Advisers
Indiana
$106K +$917 +5 +0.9%
BCV
440
Banque Cantonale Vaudoise
Switzerland
$102K -$5.14K -28 -5%
PTC
441
Private Trust Company
Ohio
$99.9K -$25.7K -140 -21%
RFA
442
Resurgent Financial Advisors
Georgia
$97K
VL
443
Vima LLC
Michigan
$84.8K +$81.5K +444 New
TCM
444
TD Capital Management
Tennessee
$83K +$1.28K +7 +2%
AWM
445
Atticus Wealth Management
Florida
$82.9K +$6.24K +34 +9%
SIC
446
Salem Investment Counselors
North Carolina
$82.5K +$13.9K +76 +21%
TPCW
447
TD Private Client Wealth
New York
$82.3K -$172K -937 -68%
FFL
448
Financial Freedom LLC
Ohio
$80.6K -$3.85K -21 -5%
NFSG
449
Newbridge Financial Services Group
Florida
$78.8K -$40.2K -219 -35%
WAM
450
WFA Asset Management
Wisconsin
$76.3K -$15.6K -85 -18%

VDC Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2023, worth a combined $2.97B — down 3.4% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VDC positions and 56 closed out — a net gain of 15 holders — while 170 added to existing stakes and 195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $189M.

  • 549 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2023, up from 542 in Q3 2023.
  • Funds reported $2.97B of Vanguard Consumer Staples ETF stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Consumer Staples ETF positions in Q4 2023 and 56 closed out, a net change of +15 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $189M sold.

Based on aggregated 13F filings for Q4 2023.