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Vanguard Consumer Staples ETF
VDC

Overview Fund Activity

626 hedge funds and large institutions have $3.61B invested in Vanguard Consumer Staples ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 213 increasing their positions, 204 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+29
Holders Change %
+4.86%
% of All Funds
8.33%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
78
Increased
213
Reduced
204
Closed
34
Calls
$444K
Puts
–
Net Calls
+$444K
Net Calls Change
+$771K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$141M
2
PCH
PGIM Custom Harvest
New Jersey
+$16.5M
3
EP
Essential Planning
New Hampshire
+$16.5M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$15.9M
5
AWM
Apollon Wealth Management
South Carolina
+$12.2M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$24.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$23.2M
3
Morgan Stanley
Morgan Stanley
New York
-$8.31M
4
SL
Systelligence LLC
Minnesota
-$5.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
426
Sheets Smith Wealth Management
North Carolina
$254K – – –
National Bank of Canada
427
National Bank of Canada
Quebec, Canada
$253K +$90K +426 +55%
WFA
428
WMG Financial Advisors
Tennessee
$253K -$4.86K -23 -2%
ANTB
429
AMG National Trust Bank
Colorado
$250K – – –
PWG
430
Private Wealth Group
Florida
$245K – – –
MOS
431
MGO One Seven
Ohio
$242K +$9.09K +43 +4%
EWA
432
Evolution Wealth Advisors
Florida
$242K – – –
DK
433
David Kennon
Florida
$241K -$25.6K -121 -10%
OWA
434
Octavia Wealth Advisors
Ohio
$241K – – –
SFC
435
Strategic Financial Concepts
Texas
$239K +$2.33K +11 +1%
OC
436
Oppenheimer & Co
New York
$238K +$5.5K +26 +2%
MMA
437
Miracle Mile Advisors
California
$238K +$238K +1,125 New
AGP
438
Autumn Glory Partners
Texas
$237K -$19K -90 -7%
PA
439
Pinnacle Associates
New York
$236K -$4.02K -19 -2%
MWM
440
Modern Wealth Management
Kansas
$236K -$9.94K -47 -4%
PFA
441
Portland Financial Advisors
New York
$235K +$235K +1,110 New
CWG
442
Cornerstone Wealth Group
North Carolina
$234K +$234K +1,107 New
HSA
443
HBK Sorce Advisory
Pennsylvania
$234K – – –
IWM
444
IHT Wealth Management
Illinois
$232K -$189K -894 -45%
TCA
445
Transcend Capital Advisors
New Jersey
$231K +$2.32K +11 +1%
AGA
446
Arkos Global Advisors
Texas
$230K – – –
CAG
447
Compass Advisory Group
New York
$229K -$8.88K -42 -4%
Betterment LLC
448
Betterment LLC
New York
$227K +$12.2K +58 +6%
LSPW
449
Lake Street Private Wealth
Illinois
$226K +$1.9K +9 +0.8%
FT
450
Fiduciary Trust
Massachusetts
$224K – – –
16 17
18
19 20