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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
SCM
426
Schnieders Capital Management
California
$211K +$203K +1,035 New
MFA
427
McClarren Financial Advisors
Pennsylvania
$210K +$982 +5 +0.5%
HIM
428
Hanlon Investment Management
New Jersey
$209K +$201K +1,024 New
MWM
429
McNaughton Wealth Management
California
$209K +$201K +1,023 New
SYBT
430
Stock Yards Bank & Trust
Kentucky
$209K +$201K +1,022 New
CASC
431
Coppell Advisory Solutions Corp
Texas
$209K +$201K +1,022 New
CAM
432
Creekmur Asset Management
Illinois
$208K -$25.9K -132 -11%
CHA
433
Carmichael Hill & Associates
Maryland
$208K +$39.3K +200 +24%
Citadel Advisors
434
Citadel Advisors
Florida
$207K -$3.6M -18,324 -95%
FPIS
435
Financial Planning & Information Services
Wisconsin
$207K +$200K +1,016 New
FCI
436
Financial Counselors Inc
Kansas
$207K +$199K +1,012 New
MBI
437
May Barnhard Investments
Maryland
$206K +$198K +1,008 New
RIA
438
Regal Investment Advisors
Michigan
$206K -$9.04K -46 -4%
AA
439
Apriem Advisors
California
$204K +$196K +1,000 New
CFO
440
Collective Family Office
Pennsylvania
$204K +$196K +1,000 New
PFA
441
Pure Financial Advisors
California
$204K +$196K +998 New
SWM
442
SeaCrest Wealth Management
New York
$203K -$24.6K -125 -11%
GCM
443
Gallacher Capital Management
Colorado
$201K +$193K +985 New
FFA
444
Farther Finance Advisors
California
$200K +$149K +758 +327%
WCM
445
Winthrop Capital Management
Indiana
$183K – – –
CSB
446
City State Bank
Iowa
$182K – – –
CMP
447
Coston McIsaac & Partners
Maine
$164K -$4.91K -25 -3%
GJIA
448
Glass Jacobson Investment Advisors
Maryland
$162K +$1.18K +6 +0.8%
CT
449
Colonial Trust
South Carolina
$158K – – –
CI
450
CX Institutional
Indiana
$154K -$1.67M -8,514 -92%
16 17
18
19 20

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.