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Vanguard Consumer Staples ETF
VDC

574 hedge funds and large institutions have $2.96B invested in Vanguard Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 175 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $983K | Put options by funds: $388K

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 549 → 574 (+25)

0% less capital invested

Capital invested by funds: $2.97B → $2.96B (-$1.64M)

1.38% less ownership

Funds ownership: 48.55% → 47.18% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 198

Holders
574
Holders Change
+25
Holders Change %
+4.55%
% of All Funds
8.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
66
Increased
175
Reduced
198
Closed
35
Calls
$983K
Puts
$388K
Net Calls
+$595K
Net Calls Change
-$732K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$150M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$39.4M
4
MIM
Morningstar Investment Management
Illinois
+$38.9M
5
AWS
Atria Wealth Solutions
New York
+$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$323M
2
Morgan Stanley
Morgan Stanley
New York
-$164M
3
MIS
Morningstar Investment Services
Illinois
-$18.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.5M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
501
EverSource Wealth Advisors
Alabama
$44.8K +$27.9K +142 +175%
IGWM
502
ICA Group Wealth Management
Colorado
$41.2K -$1.96K -10 -5%
TFGT
503
TS Financial Group (TSFG)
Illinois
$41K +$14.1K +72 +56%
SIS
504
Sound Income Strategies
Florida
$40.4K -$27.7K -141 -42%
OIA
505
Optimum Investment Advisors
Illinois
$40K – – –
RIA
506
Realta Investment Advisors
Delaware
$39.3K +$37.9K +193 New
TIM
507
Tortoise Investment Management
New York
$37.4K +$35.9K +183 New
BL
508
Balentine LLC
Georgia
$35.9K +$30.6K +156 +780%
CB
509
Centennial Bank
Arkansas
$34.9K +$11.2K +57 +50%
BONH
510
Bank of New Hampshire
New Hampshire
$33.7K – – –
NB
511
NBT Bank
New York
$31K -$3.14K -16 -10%
CIAS
512
Capital Investment Advisory Services
North Carolina
$29.8K -$16.9K -86 -37%
NS
513
NBC Securities
Alabama
$29K -$46.2K -235 -62%
FWP
514
FAS Wealth Partners
Kansas
$27.2K – – –
LF
515
LifeSteps Financial
California
$26.9K +$25.9K +132 New
GCM
516
Gables Capital Management
Florida
$26.3K – – –
CTWM
517
Cherry Tree Wealth Management
Minnesota
$25.5K – – –
BIM
518
Breakwater Investment Management
Washington
$23.5K +$22.6K +115 New
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.1K – – –
IBOK
520
Independence Bank of Kentucky
Kentucky
$22.5K -$10.8K -55 -33%
AWM
521
AllSquare Wealth Management
New York
$21.4K – – –
EWP
522
Elevation Wealth Partners
California
$20.8K – – –
AA
523
Ancora Advisors
Ohio
$20.6K +$5.89K +30 +42%
PPC
524
Park Place Capital
Alabama
$20.4K – – –
JFA
525
JNBA Financial Advisors
Minnesota
$20.2K -$31.8K -162 -62%
19 20
21
22 23

VDC Hedge Fund Activity: Q1 2024 in Review

574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2024, worth a combined $2.96B — down 0.06% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VDC positions and 35 closed out — a net gain of 31 holders — while 175 added to existing stakes and 198 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $150M. The largest seller was Bank of America, cutting an estimated $323M.

  • 574 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $2.96B of Vanguard Consumer Staples ETF stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 66 funds opened new Vanguard Consumer Staples ETF positions in Q1 2024 and 35 closed out, a net change of +31 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $150M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2024 was Bank of America, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2024.