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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
GI
576
Gradient Investments
Minnesota
$38 -$23.6K -120 Closed
Jane Street
577
Jane Street
New York
– -$2.49M -13,014 Closed
HF
578
HRT Financial
New York
– -$1.01M -5,306 Closed
IAN
579
Integrated Advisors Network
Texas
– -$998K -5,227 Closed
RGF
580
Retirement Guys Formula
Ohio
– -$975K -5,104 Closed
PWM
581
Praetorian Wealth Management
California
– -$771K -4,039 Closed
CWA
582
Canvas Wealth Advisors
Kansas
– -$603K -3,125 Closed
ITB
583
Idaho Trust Bank
Idaho
– -$585K -3,065 Closed
SJGA
584
Stephen J. Garry & Associates
New York
– -$491K -2,570 Closed
TSS
585
Two Sigma Securities
New York
– -$389K -2,035 Closed
GM
586
GeoWealth Management
Illinois
– -$365K -1,913 Closed
OCM
587
Orleans Capital Management
Louisiana
– -$325K -1,700 Closed
OC
588
Oppenheimer & Co
New York
– -$320K -1,677 Closed
CA
589
CGN Advisors
Kansas
– -$272K -1,422 Closed
SFA
590
Sequoia Financial Advisors
Ohio
– -$264K -1,382 Closed
SL
591
Stevard LLC
Illinois
– -$262K -1,371 Closed
PAG
592
Private Advisory Group
Washington
– -$234K -1,226 Closed
LIWM
593
Long Island Wealth Management
New York
– -$221K -1,159 Closed
TI
594
Truepoint Inc
Ohio
– -$221K -1,157 Closed
TCM
595
Telos Capital Management
California
– -$209K -1,094 Closed
PAS
596
Park Avenue Securities
New York
– -$202K -1,060 Closed
NFG
597
Nadler Financial Group
Illinois
– -$201K -1,050 Closed
NFA
598
Northwest Financial Advisors
Virginia
– -$138K -723 Closed
RFA
599
Resurgent Financial Advisors
Georgia
– -$97K -508 Closed
PS
600
Planned Solutions
California
– -$61.3K -321 Closed
21 22 23
24
25

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.