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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
GPFA
526
Game Plan Financial Advisors
Ohio
$20.2K – – –
MLA
527
MB, Levis & Associates
Pennsylvania
$19.8K – – –
LFG
528
Larson Financial Group
Missouri
$18.6K +$3.14K +16 +21%
BCPWM
529
Bradley & Co Private Wealth Management
Florida
$18.6K – – –
FCA
530
FinTrust Capital Advisors
South Carolina
$18K – – –
FDCDDQ
531
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K +$1.18K +6 +8%
BBHC
532
Brown Brothers Harriman & Co
New York
$15.7K – – –
BNP Paribas Financial Markets
533
BNP Paribas Financial Markets
France
$15.7K +$15.1K +77 New
EWA
534
Elevate Wealth Advisory
Georgia
$15.3K – – –
SWC
535
Spectrum Wealth Counsel
Indiana
$14.7K – – –
CT
536
Caldwell Trust
Florida
$14.3K – – –
MMG
537
Monetary Management Group
Missouri
$14.3K – – –
OC
538
Oakworth Capital
Alabama
$14.3K +$13.7K +70 New
BC
539
Barrett & Company
Rhode Island
$14K – – –
OFG
540
Oxford Financial Group
Indiana
$12.8K – – –
SWA
541
SOA Wealth Advisors
New York
$12.5K – – –
MBFW
542
Morton Brown Family Wealth
Pennsylvania
$12.2K – – –
KFI
543
Key Financial Inc
Pennsylvania
$12K – – –
BWAM
544
Boyd Watterson Asset Management
Ohio
$11.8K – – –
WIA
545
Wetzel Investment Advisors
Indiana
$11.6K – – –
HR
546
Howe & Rusling
New York
$11K – – –
AA
547
AlphaMark Advisors
Kentucky
$10K – – –
C
548
Covestor
United Kingdom
$10K +$8.45K +43 +538%
CA
549
Continuum Advisory
Idaho
$9.47K +$9.04K +46 New
VWM
550
Venturi Wealth Management
Texas
$9.39K – – –
20 21
22
23 24

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.