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Vanguard Consumer Staples ETF

536 hedge funds and large institutions have $2.92B invested in Vanguard Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 187 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $1.74M

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

1.5% more ownership

Funds ownership: 45.74%47.24% (+1.5%)

5% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 187

1% less funds holding

Funds holding: 542536 (-6)

13% less capital invested

Capital invested by funds: $3.36B → $2.92B (-$447M)

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
536
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
8.54%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.32%
New
53
Increased
178
Reduced
187
Closed
43
Calls
$4.16M
Puts
$1.74M
Net Calls
+$2.42M
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Seldon Capital
California
$18.4M +$8.64M +45,593 +92%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$18.3M -$780K -4,117 -4%
BF
28
Blankinship & Foster
California
$17.4M -$19.5K -103 -0.1%
PIMG
29
Patriot Investment Management Group
Tennessee
$17.2M -$747K -3,943 -4%
RFM
30
Royal Fund Management
Florida
$17.1M -$1.18M -6,252 -7%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$16.3M -$2.68M -14,132 -14%
RMC
32
Resources Management Corp
Connecticut
$16.3M +$37.8M +199,518 +798,072%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$15.6M +$4.28M +22,576 +39%
WFS
34
Weitzel Financial Services
Iowa
$15.3M -$109K -574 -0.7%
MCC
35
Money Concepts Capital
Florida
$15M +$72.2M +381,194 +2,574%
Truist Financial
36
Truist Financial
North Carolina
$14.4M -$2.56M -13,519 -15%
RJA
37
Raymond James & Associates
Florida
$13M +$1.24M +6,547 +11%
CWM
38
CMH Wealth Management
New Hampshire
$13M +$287K +1,515 +2%
JP Morgan Chase
39
JP Morgan Chase
New York
$12.7M +$1.02M +5,401 +9%
WANY
40
Wealthspire Advisors (New York)
New York
$12.3M -$174K -917 -1%
M&T Bank
41
M&T Bank
New York
$11M -$226K -1,192 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$9.6M +$120K +635 +1%
BFAG
43
Blackston Financial Advisory Group
Florida
$9.54M -$1.19M -6,292 -11%
BHB
44
Bank Hapoalim BM
Israel
$9.1M
KIA
45
KCM Investment Advisors
California
$8.95M +$263K +1,386 +3%
AAS
46
Avantax Advisory Services
Texas
$8.86M +$373K +1,966 +4%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$8.55M -$3.22M -17,010 -28%
PAG
48
Private Advisor Group
New Jersey
$8.42M -$60.3K -318 -0.7%
AWS
49
Atria Wealth Solutions
New York
$8.38M -$521K -2,748 -6%
CAN
50
Cetera Advisor Networks
California
$7.58M -$467K -2,462 -6%

VDC Hedge Fund Activity: Q1 2023 in Review

536 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2023, worth a combined $2.92B — down 13% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VDC positions and 43 closed out — a net gain of 10 holders — while 178 added to existing stakes and 187 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $72.2M. The largest seller was ALPS Advisors, exiting entirely with an estimated $13.7M sold.

  • 536 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2023, down from 542 in Q4 2022.
  • Funds reported $2.92B of Vanguard Consumer Staples ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 53 funds opened new Vanguard Consumer Staples ETF positions in Q1 2023 and 43 closed out, a net change of +10 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $72.2M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2023 was ALPS Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2023.