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Vanguard Consumer Staples ETF

549 hedge funds and large institutions have $2.97B 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, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $2M | Put options by funds: $668K

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

1% more funds holding

Funds holding: 542549 (+7)

0.17% less ownership

Funds ownership: 48.72%48.55% (-0.17%)

3% less capital invested

Capital invested by funds: $3.07B → $2.97B (-$104M)

13% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 195

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
549
Holders Change
+7
Holders Change %
+1.29%
% of All Funds
8%
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
195
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
501
EverSource Wealth Advisors
Alabama
$15.5K -$87K -474 -85%
FDCDDQ
502
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K -$35.2K -192 -71%
BBHC
503
Brown Brothers Harriman & Co
New York
$14.7K -$1.65K -9 -10%
LFG
504
Larson Financial Group
Missouri
$14.3K +$3.67K +20 +36%
EWA
505
Elevate Wealth Advisory
Georgia
$14.3K +$13.8K +75 New
SWC
506
Spectrum Wealth Counsel
Indiana
$13.8K +$13.2K +72 New
AA
507
Ancora Advisors
Ohio
$13.6K
AWM
508
Able Wealth Management
New Jersey
$13.5K +$13K +71 New
CT
509
Caldwell Trust
Florida
$13.4K
MMG
510
Monetary Management Group
Missouri
$13.4K
BC
511
Barrett & Company
Rhode Island
$13.1K
OFG
512
Oxford Financial Group
Indiana
$12K +$183 +1 +2%
SWA
513
SOA Wealth Advisors
New York
$11.6K +$183 +1 +2%
MSWM
514
McGlone Suttner Wealth Management
Wisconsin
$11.6K +$11.2K +61 New
MBFW
515
Morton Brown Family Wealth
Pennsylvania
$11.5K +$11K +60 New
KFI
516
Key Financial Inc
Pennsylvania
$11.3K +$4.04K +22 +59%
BWAM
517
Boyd Watterson Asset Management
Ohio
$11.1K
WIA
518
Wetzel Investment Advisors
Indiana
$11K +$10.8K +59 New
SFA
519
Semmax Financial Advisors
North Carolina
$10.8K +$10.3K +56 New
HR
520
Howe & Rusling
New York
$10.3K
AA
521
AlphaMark Advisors
Kentucky
$10K
VWM
522
Venturi Wealth Management
Texas
$8.79K
FHA
523
First Horizon Advisors
Tennessee
$8.78K
PCA
524
Providence Capital Advisors
North Carolina
$8.59K
MFT
525
Moisand Fitzgerald Tamayo
Florida
$8.34K -$917 -5 -10%

VDC Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2023, worth a combined $2.97B — down 3.4% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VDC positions and 56 closed out — a net gain of 15 holders — while 170 added to existing stakes and 195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $189M.

  • 549 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2023, up from 542 in Q3 2023.
  • Funds reported $2.97B of Vanguard Consumer Staples ETF stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Consumer Staples ETF positions in Q4 2023 and 56 closed out, a net change of +15 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $189M sold.

Based on aggregated 13F filings for Q4 2023.