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Vanguard Consumer Staples ETF

542 hedge funds and large institutions have $3.07B invested in Vanguard Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $714K

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

2.2% more ownership

Funds ownership: 46.52%48.72% (+2.2%)

1% more funds holding

Funds holding: 537542 (+5)

1% more capital invested

Capital invested by funds: $3.05B → $3.07B (+$21.9M)

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 181

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
542
Holders Change
+5
Holders Change %
+0.93%
% of All Funds
8.6%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
51
Increased
167
Reduced
181
Closed
41
Calls
$1.64M
Puts
$714K
Net Calls
+$930K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$17.2M +$53.5K +277 +0.3%
BF
27
Blankinship & Foster
California
$16.4M +$164K +851 +1%
PIMG
28
Patriot Investment Management Group
Tennessee
$15.7M -$415K -2,149 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$15.7M -$3.63M -18,802 -18%
RFM
30
Royal Fund Management
Florida
$15.6M -$107K -555 -0.6%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$15.6M -$896K -4,645 -5%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$15.6M +$93.4K +484 +0.6%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$14.3M +$9.82M +50,867 +186%
JP Morgan Chase
34
JP Morgan Chase
New York
$13.7M +$972K +5,035 +7%
KAS
35
Kestra Advisory Services
Texas
$13.4M -$5.02M -25,993 -26%
AWS
36
Atria Wealth Solutions
New York
$12.8M +$5M +25,888 +59%
M&T Bank
37
M&T Bank
New York
$10.9M +$178K +923 +2%
WANY
38
Wealthspire Advisors (New York)
New York
$10.8M -$252K -1,307 -2%
CWM
39
CMH Wealth Management
New Hampshire
$10.8M +$446K +2,311 +4%
AWM
40
AE Wealth Management
Kansas
$9.68M +$190K +983 +2%
BFAG
41
Blackston Financial Advisory Group
Florida
$9.41M +$660K +3,420 +7%
SC
42
Seldon Capital
California
$9.06M +$386K +2,000 +4%
AAS
43
Avantax Advisory Services
Texas
$8.84M +$795K +4,122 +9%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.82M -$175K -905 -2%
PAG
45
Private Advisor Group
New Jersey
$8.66M +$15.6K +81 +0.2%
KIA
46
KCM Investment Advisors
California
$8.64M +$57.5K +298 +0.6%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$8.64M +$410K +2,126 +5%
CPRC
48
Consolidated Portfolio Review Corp
New York
$8.2M +$3.87M +20,055 +81%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$8.05M +$8.5M +44,076 New
AI
50
Atria Investments
North Carolina
$7.85M +$5.1M +26,406 +159%

VDC Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q3 2023, worth a combined $3.07B — up 0.72% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VDC positions and 41 closed out — a net gain of 10 holders — while 167 added to existing stakes and 181 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $151M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $66.9M.

  • 542 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $3.07B of Vanguard Consumer Staples ETF stock for Q3 2023, up 0.72% quarter-over-quarter.
  • 51 funds opened new Vanguard Consumer Staples ETF positions in Q3 2023 and 41 closed out, a net change of +10 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $151M added.
  • The largest Vanguard Consumer Staples ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $66.9M sold.

Based on aggregated 13F filings for Q3 2023.