Vanguard Consumer Staples ETF
542 hedge funds and large institutions have $3.07B invested in Vanguard Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 181 reducing their positions, and 41 closing their positions.
130% more call options, than puts
Call options by funds: $1.64M | Put options by funds: $714K
24% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 41
2.2% more ownership
Funds ownership: 46.52% → 48.72% (+2.2%)
1% more funds holding
Funds holding: 537 → 542 (+5)
1% more capital invested
Capital invested by funds: $3.05B → $3.07B (+$21.9M)
8% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 181
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$151M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$68.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$38.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$21.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$66.9M |
| 2 |
BA
BCM Advisors
Lafayette,
Louisiana
|
-$43M |
| 3 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
-$10.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$10M |
| 5 |
I
INVST
Indianapolis,
Indiana
|
-$9.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LSPW
576
Lake Street Private Wealth
Chicago,
Illinois
| – | -$202K | -1,038 | Closed |
|
|
SF
577
Safeguard Financial
Minocqua,
Wisconsin
| – | -$145K | -750 | Closed |
|
|
IGWM
578
ICA Group Wealth Management
Denver,
Colorado
| – | -$51.1K | -263 | Closed |
|
|
BSB
579
Bangor Savings Bank
Bangor,
Maine
| – | -$35.4K | -182 | Closed |
|
|
TFA
580
Toth Financial Advisory
Leesburg,
Virginia
| – | -$18.5K | -95 | Closed |
|
|
BA
581
Ballast Advisors
Woodbury,
Minnesota
| – | -$16.5K | -85 | Closed |
|
|
WP
582
WealthPLAN Partners
Omaha,
Nebraska
| – | -$9.81K | -50 | Closed |
|
|
DI
583
Disciplined Investments
Tulsa,
Oklahoma
| – | -$4.47K | -23 | Closed |
|
584
BNP Paribas Financial Markets
Paris,
France
| – | -$194 | -1 | Closed |
|
VDC Hedge Fund Activity: Q3 2023 in Review
542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q3 2023, worth a combined $3.07B — up 0.72% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new VDC positions and 41 closed out — a net gain of 10 holders — while 167 added to existing stakes and 181 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $151M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $66.9M.
- 542 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q3 2023, up from 537 in Q2 2023.
- Funds reported $3.07B of Vanguard Consumer Staples ETF stock for Q3 2023, up 0.72% quarter-over-quarter.
- 51 funds opened new Vanguard Consumer Staples ETF positions in Q3 2023 and 41 closed out, a net change of +10 holders.
- The largest Vanguard Consumer Staples ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $151M added.
- The largest Vanguard Consumer Staples ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $66.9M sold.
Based on aggregated 13F filings for Q3 2023.