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Vanguard Consumer Staples ETF

537 hedge funds and large institutions have $3.05B invested in Vanguard Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $856K

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $2.92B → $3.05B (+$131M)

0% more funds holding

Funds holding: 536537 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.72% less ownership

Funds ownership: 47.24%46.52% (-0.72%)

8% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 179

Holders
537
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.43%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
37
Increased
165
Reduced
179
Closed
33
Calls
$2.37M
Puts
$856K
Net Calls
+$1.51M
Net Calls Change
-$905K
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
501
Cornerstone Planning Group
New Jersey
$14.6K +$14.7K +75 New
AA
502
Ancora Advisors
Ohio
$13.8K
CT
503
Caldwell Trust
Florida
$13.6K
MMG
504
Monetary Management Group
Missouri
$13.6K
BC
505
Barrett & Company
Rhode Island
$13.4K
CAL
506
Capital Analysts LLC
Pennsylvania
$13K
DAC
507
Dividend Assets Capital
South Carolina
$13K +$13.1K +67 New
SWA
508
SOA Wealth Advisors
New York
$11.6K
BWAM
509
Boyd Watterson Asset Management
Ohio
$11.3K
TCOV
510
Trust Company of Vermont
Vermont
$11.3K
LFG
511
Larson Financial Group
Missouri
$10.7K
HR
512
Howe & Rusling
New York
$10.5K +$10.6K +54 New
AA
513
AlphaMark Advisors
Kentucky
$10K
WP
514
WealthPLAN Partners
Nebraska
$9.81K
MFT
515
Moisand Fitzgerald Tamayo
Florida
$9.46K
VWM
516
Venturi Wealth Management
Texas
$8.95K
FHA
517
First Horizon Advisors
Tennessee
$8.94K
AFS
518
Annapolis Financial Services
Maryland
$7.39K
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$7.39K
SC
520
SouthState Corp
Florida
$6.42K
SS
521
Sunbelt Securities
Texas
$5.88K
BWL
522
Bogart Wealth LLC
Virginia
$5.83K
TAM
523
Tucker Asset Management
Colorado
$5.83K
MWM
524
Mascoma Wealth Management
New Hampshire
$5.7K
BWM
525
Baystate Wealth Management
Massachusetts
$5.47K

VDC Hedge Fund Activity: Q2 2023 in Review

537 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2023, worth a combined $3.05B — up 4.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VDC positions and 33 closed out — a net gain of 4 holders — while 165 added to existing stakes and 179 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $67.7M. The largest seller was Resources Management Corp, cutting an estimated $39M.

  • 537 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2023, up from 536 in Q1 2023.
  • Funds reported $3.05B of Vanguard Consumer Staples ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 37 funds opened new Vanguard Consumer Staples ETF positions in Q2 2023 and 33 closed out, a net change of +4 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $67.7M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2023 was Resources Management Corp, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2023.