We are live on ! Find out more
VDC icon

Vanguard Consumer Staples ETF

343 hedge funds and large institutions have $2.61B invested in Vanguard Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

834% more call options, than puts

Call options by funds: $5.72M | Put options by funds: $613K

213% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 24

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

16% more funds holding

Funds holding: 296343 (+47)

4% more capital invested

Capital invested by funds: $2.51B → $2.61B (+$96.9M)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0.32% more ownership

Funds ownership: 46.55%46.87% (+0.32%)

Holders
343
Holders Change
+47
Holders Change %
+15.88%
% of All Funds
6.76%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
75
Increased
103
Reduced
102
Closed
24
Calls
$5.72M
Puts
$613K
Net Calls
+$5.11M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$12.2M +$11.9M +75,712 New
PIMG
27
Patriot Investment Management Group
Tennessee
$11.4M +$11.3K +72 +0.1%
BOPW
28
Brandywine Oak Private Wealth
Pennsylvania
$10.8M +$3.04M +19,392 +41%
SWMG
29
Strategic Wealth Management Group
Maryland
$9.71M -$353K -2,250 -4%
KPW
30
Kore Private Wealth
New York
$9.63M -$103K -659 -1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$8.9M +$406K +2,588 +5%
BCP
32
Berkeley Capital Partners
Georgia
$8.62M +$85.9K +547 +1%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$7.88M -$226K -1,438 -3%
MFG
34
Merit Financial Group
Georgia
$7.78M +$2.57M +16,372 +51%
JIC
35
Johnson Investment Counsel
Ohio
$7.36M -$12.4K -79 -0.2%
DADC
36
D.A. Davidson & Co
Montana
$6.96M +$118K +751 +2%
CAN
37
Cetera Advisor Networks
California
$6.59M +$362K +2,308 +6%
HP
38
Hikari Power
Japan
$6.54M
Citigroup
39
Citigroup
New York
$6.44M +$293K +1,864 +5%
PAG
40
Private Advisor Group
New Jersey
$6.38M +$439K +2,796 +8%
RJA
41
Raymond James & Associates
Florida
$6.36M +$1.69M +10,761 +38%
NFG
42
Next Financial Group
Texas
$6.35M +$254K +1,615 +4%
FPFS
43
First Personal Financial Services
North Carolina
$6.21M -$69.4K -442 -1%
KIA
44
KCM Investment Advisors
California
$6.15M -$16.5K -105 -0.3%
NEIRG
45
New England Investment & Retirement Group
Massachusetts
$6.13M +$2.2K +14 +0%
CS
46
Comerica Securities
Michigan
$6.1M -$362K -2,303 -6%
B
47
Bailard
California
$5.85M -$1.19M -7,582 -17%
MML Investors Services
48
MML Investors Services
Massachusetts
$5.82M -$158K -1,005 -3%
SIC
49
Starr International Company
Switzerland
$5.72M
CWM
50
CMH Wealth Management
New Hampshire
$5.39M -$7.85K -50 -0.1%

VDC Hedge Fund Activity: Q4 2019 in Review

343 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2019, worth a combined $2.61B — up 3.9% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VDC positions and 24 closed out — a net gain of 51 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Morningstar Investment Management, adding an estimated $36.1M. The largest seller was Morningstar Investment Services, cutting an estimated $28.2M.

  • 343 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $2.61B of Vanguard Consumer Staples ETF stock for Q4 2019, up 3.9% quarter-over-quarter.
  • 75 funds opened new Vanguard Consumer Staples ETF positions in Q4 2019 and 24 closed out, a net change of +51 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2019 was Morningstar Investment Management, an estimated $36.1M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2019 was Morningstar Investment Services, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2019.