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Vanguard Consumer Staples ETF
VDC

469 hedge funds and large institutions have $3.07B invested in Vanguard Consumer Staples ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 18

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

47% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 110

20% more capital invested

Capital invested by funds: $2.55B → $3.07B (+$522M)

18% more funds holding

Funds holding: 399 → 469 (+70)

3.86% more ownership

Funds ownership: 44.6% → 48.46% (+3.9%)

17% less call options, than puts

Call options by funds: $1M | Put options by funds: $1.2M

Holders
469
Holders Change
+70
Holders Change %
+17.54%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
97
Increased
162
Reduced
110
Closed
18
Calls
$1M
Puts
$1.2M
Net Calls
-$199K
Net Calls Change
+$411K

Top Buyers

1
WFA
Wellspring Financial Advisors
Ohio
+$149M
2
Prudential Financial
Prudential Financial
New Jersey
+$92.4M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$69.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
5
EDRH
Edmond de Rothschild Holding
Switzerland
+$10.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$50.4M
2
Citigroup
Citigroup
New York
-$32.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.26M
4
BHB
Bank Hapoalim BM
Israel
-$5.65M
5
MIM
Morningstar Investment Management
Illinois
-$4.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Mascoma Wealth Management
New Hampshire
$6K +$5.46K +29 New
DI
452
Disciplined Investments
Oklahoma
$5K – – –
RMC
453
Resources Management Corp
Connecticut
$5K – – –
CIAS
454
Capital Investment Advisory Services
North Carolina
$5K +$4.52K +24 New
BWM
455
Baystate Wealth Management
Massachusetts
$5K +$5.09K +27 New
Simplex Trading
456
Simplex Trading
Illinois
$4K -$24.5K -130 -84%
MAM
457
McCarthy Asset Management
California
$4K – – –
PFBT
458
Parkside Financial Bank & Trust
Missouri
$4K – – –
PFA
459
Professional Financial Advisors
Nebraska
$4K – – –
BL
460
Balentine LLC
Georgia
$4K +$3.77K +20 New
SFCL
461
Strengthening Families & Communities LLC
Massachusetts
$3.23K +$3.05M +16,186 New
AA
462
Addison Advisors
Vermont
$3K – – –
KFI
463
Key Financial Inc
Pennsylvania
$3K +$2.64K +14 New
C
464
Covestor
United Kingdom
$2K +$1.7K +9 New
SIC
465
Salem Investment Counselors
North Carolina
$2K +$2.26K +12 New
JIR
466
James Investment Research
Ohio
$1K – – –
JWM
467
Janiczek Wealth Management
Colorado
$1K – – –
EWA
468
EverSource Wealth Advisors
Alabama
$1K +$754 +4 New
EWA
469
Evolution Wealth Advisors
Florida
$227 – – –
BBHC
470
Brown Brothers Harriman & Co
New York
$41 – – –
FFG
471
Ford Financial Group
California
$8 +$7.91K +42 New
FTUS
472
Flow Traders U.S.
New York
– -$1.71M -9,555 Closed
PWM
473
Praetorian Wealth Management
California
– -$647K -3,608 Closed
CWM
474
Calamos Wealth Management
Illinois
– -$449K -2,508 Closed
AA
475
Apriem Advisors
California
– -$323K -1,800 Closed
16 17 18
19
20

VDC Hedge Fund Activity: Q4 2021 in Review

469 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2021, worth a combined $3.07B — up 20% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VDC positions and 18 closed out — a net gain of 79 holders — while 162 added to existing stakes and 110 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $149M. The largest seller was Bank of America, cutting an estimated $50.4M.

  • 469 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2021, up from 399 in Q3 2021.
  • Funds reported $3.07B of Vanguard Consumer Staples ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Consumer Staples ETF positions in Q4 2021 and 18 closed out, a net change of +79 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2021 was Wellspring Financial Advisors, an estimated $149M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2021 was Bank of America, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2021.