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Vanguard Consumer Staples ETF
VDC

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: 542 → 549 (+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: 18 → 15 (-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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$139M
2
MIS
Morningstar Investment Services
Illinois
+$17M
3
Bank of America
Bank of America
North Carolina
+$16.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$7.48M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$189M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.6M
3
Osaic Holdings
Osaic Holdings
Arizona
-$50.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$14.2M
5
Wells Fargo
Wells Fargo
California
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
551
Atria Investments
North Carolina
– -$7.85M -42,979 Closed
TFA
552
Tranquilli Financial Advisor
New Jersey
– -$5.28M -28,895 Closed
ETC
553
Exchange Traded Concepts
Oklahoma
– -$4.59M -25,115 Closed
FTUS
554
Flow Traders U.S.
New York
– -$4.16M -22,746 Closed
BFG
555
Bleakley Financial Group
New Jersey
– -$2.34M -12,798 Closed
SS
556
Simplicity Solutions
Minnesota
– -$2.34M -12,798 Closed
Two Sigma Investments
557
Two Sigma Investments
New York
– -$2.21M -12,100 Closed
WDC
558
Woodward Diversified Capital
California
– -$1.2M -6,589 Closed
DOA
559
D'Orazio & Associates
Virginia
– -$980K -5,365 Closed
Betterment LLC
560
Betterment LLC
New York
– -$917K -5,020 Closed
FIS
561
Fischer Investment Strategies
California
– -$851K -4,657 Closed
EW
562
Evoke Wealth
California
– -$733K -3,992 Closed
YIH
563
Y-Intercept (HK)
Hong Kong
– -$649K -3,554 Closed
DAS
564
Dynamic Advisor Solutions
Arizona
– -$583K -3,190 Closed
HI
565
Horizon Investments
North Carolina
– -$575K -3,148 Closed
BCM
566
BCK Capital Management
Connecticut
– -$512K -2,801 Closed
PCA
567
Prosperity Capital Advisors
Ohio
– -$464K -2,537 Closed
AWM
568
Abound Wealth Management
Tennessee
– -$419K -2,292 Closed
CIBC Private Wealth Group
569
CIBC Private Wealth Group
Georgia
– -$413K -2,262 Closed
BPC
570
Banque Pictet & Cie
Switzerland
– -$387K -2,120 Closed
Lazard Asset Management
571
Lazard Asset Management
New York
– -$325K -1,783 Closed
FTS
572
Fifth Third Securities
Ohio
– -$300K -1,635 Closed
CSPIA
573
Cary Street Partners Investment Advisory
Virginia
– -$296K -1,620 Closed
PCWA
574
Pacific Capital Wealth Advisors
California
– -$270K -1,478 Closed
SFC
575
Strategic Financial Concepts
Texas
– -$260K -1,424 Closed
21 22
23
24 25

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.