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Vanguard Consumer Staples ETF

579 hedge funds and large institutions have $2.87B invested in Vanguard Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $853K

1% more funds holding

Funds holding: 574579 (+5)

0.27% less ownership

Funds ownership: 47.18%46.9% (-0.27%)

3% less capital invested

Capital invested by funds: $2.96B → $2.87B (-$89.5M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

17% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 199

Holders
579
Holders Change
+5
Holders Change %
+0.87%
% of All Funds
8.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
165
Reduced
199
Closed
33
Calls
$1.08M
Puts
$853K
Net Calls
+$223K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
501
Archer Investment Corporation
Indiana
$47.9K
EWA
502
EverSource Wealth Advisors
Alabama
$46.2K
GEA
503
Glen Eagle Advisors
New Jersey
$45.9K
AEPWM
504
Atlantic Edge Private Wealth Management
Florida
$45.7K -$5.08K -25 -10%
MHR
505
Matthew Hamilton Rosenberg
$41.6K +$41.8K +206 New
CWP
506
Concord Wealth Partners
Virginia
$41.1K -$16.7K -82 -29%
TFGT
507
TS Financial Group (TSFG)
Illinois
$41K
SIS
508
Sound Income Strategies
Florida
$40.2K
OIA
509
Optimum Investment Advisors
Illinois
$39.8K
RIA
510
Realta Investment Advisors
Delaware
$39.1K
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K +$16.3K +80 +96%
CB
512
Centennial Bank
Arkansas
$31.9K -$2.84K -14 -8%
NB
513
NBT Bank
New York
$30.9K
NS
514
NBC Securities
Alabama
$29K
FWP
515
FAS Wealth Partners
Kansas
$27K
GCM
516
Gables Capital Management
Florida
$26.2K
CTWM
517
Cherry Tree Wealth Management
Minnesota
$25.4K
BIM
518
Breakwater Investment Management
Washington
$23.3K
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.1K
AWM
520
AllSquare Wealth Management
New York
$21.3K
EWP
521
Elevation Wealth Partners
California
$20.7K
AA
522
Ancora Advisors
Ohio
$20.5K
BONH
523
Bank of New Hampshire
New Hampshire
$20.3K -$13.2K -65 -39%
PPC
524
Park Place Capital
Alabama
$20.3K
JFA
525
JNBA Financial Advisors
Minnesota
$20.1K

VDC Hedge Fund Activity: Q2 2024 in Review

579 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2024, worth a combined $2.87B — down 3% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VDC positions and 33 closed out — a net gain of 14 holders — while 165 added to existing stakes and 199 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $47.3M. The largest seller was Elwood & Goetz Wealth Advisory Group, cutting an estimated $11.9M.

  • 579 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2024, up from 574 in Q1 2024.
  • Funds reported $2.87B of Vanguard Consumer Staples ETF stock for Q2 2024, down 3% quarter-over-quarter.
  • 47 funds opened new Vanguard Consumer Staples ETF positions in Q2 2024 and 33 closed out, a net change of +14 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $47.3M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2024 was Elwood & Goetz Wealth Advisory Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.