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Vanguard Consumer Staples ETF
VDC

Overview Fund Activity

547 hedge funds and large institutions have $2.96B 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, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+7
Holders Change %
+1.3%
% of All Funds
8.02%
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
194
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
MIS
Morningstar Investment Services
Illinois
+$17.7M
3
Bank of America
Bank of America
North Carolina
+$17.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.78M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$197M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$53M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$14.8M
5
Wells Fargo
Wells Fargo
California
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
451
Private Capital Management (Colorado)
Colorado
$71.4K – – –
CAL
452
Capital Analysts LLC
Pennsylvania
$69K +$2.29K +12 +3%
FFA
453
Founders Financial Alliance
North Carolina
$68.3K +$191 +1 +0.3%
RAM
454
Ramirez Asset Management
New York
$65.9K – – –
SIS
455
Sound Income Strategies
Florida
$64.7K +$64.7K +339 New
AFG
456
Albion Financial Group
Utah
$63.4K – – –
PS
457
Planned Solutions
California
$61.3K +$61.3K +321 New
CAS
458
Coppell Advisory Solutions
Texas
$60.1K +$14.3K +75 +31%
DCM
459
Davis Capital Management
Florida
$59.2K +$59.2K +310 New
MSS
460
Mitchell Sinkler & Starr
Pennsylvania
$58.4K +$58.4K +306 New
AEPWM
461
Atlantic Edge Private Wealth Management
Florida
$57.3K +$57.3K +300 New
CWP
462
Concord Wealth Partners
Virginia
$54.3K -$3.25K -17 -6%
AAG
463
Armstrong Advisory Group
Massachusetts
$52K +$7.65K +40 +17%
SSB
464
Sandy Spring Bank
Maryland
$51.3K +$191 +1 +0.4%
EWM
465
EPG Wealth Management
Georgia
$51K – – –
BWM
466
Baystate Wealth Management
Massachusetts
$50.6K +$45.3K +237 +846%
JFA
467
JNBA Financial Advisors
Minnesota
$49.8K -$8.78K -46 -15%
VWWMG
468
Vermillion & White Wealth Management Group
Pennsylvania
$49.3K +$49.3K +260 New
ACA
469
Aptus Capital Advisors
Alabama
$47.9K -$6.3K -33 -12%
CB
470
CNB Bank
Pennsylvania
$46.4K – – –
NP
471
NorthRock Partners
Minnesota
$45.3K +$45.3K +237 New
AIC
472
Archer Investment Corporation
Indiana
$45.1K – – –
FFA
473
Farther Finance Advisors
California
$44.3K -$130K -681 -75%
CIAS
474
Capital Investment Advisory Services
North Carolina
$44.3K +$44.3K +232 New
BTI
475
Blue Trust Inc
Georgia
$44K – – –
17 18
19
20 21