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Vanguard Consumer Staples ETF
VDC

293 hedge funds and large institutions have $1.9B invested in Vanguard Consumer Staples ETF in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 92 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more funds holding in top 10

Funds holding in top 10: 2 → 11 (+9)

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

100% more call options, than puts

Call options by funds: $656K | Put options by funds: $328K

31% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 70

15% more funds holding

Funds holding: 254 → 293 (+39)

1.33% more ownership

Funds ownership: 46.97% → 48.3% (+1.3%)

1% less capital invested

Capital invested by funds: $1.92B → $1.9B (-$24.6M)

Holders
293
Holders Change
+39
Holders Change %
+15.35%
% of All Funds
6.53%
Holding in Top 10
11
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+450%
% of All Funds
0.25%
New
78
Increased
92
Reduced
70
Closed
34
Calls
$656K
Puts
$328K
Net Calls
+$328K
Net Calls Change
+$1.21M

Top Buyers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
+$41.4M
2
MMEA
Main Management ETF Advisors
California
+$37.3M
3
Morgan Stanley
Morgan Stanley
New York
+$30.4M
4
MM
Main Management
California
+$22.8M
5
AA
ALPS Advisors
Colorado
+$20.1M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$134M
2
Bank of America
Bank of America
North Carolina
-$37.2M
3
CWM
Cornerstone Wealth Management
Missouri
-$23.1M
4
Lazard Asset Management
Lazard Asset Management
New York
-$7.32M
5
Ameriprise
Ameriprise
Minnesota
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$3.22M +$895K +6,384 +35%
Nomura Asset Management
52
Nomura Asset Management
Japan
$2.87M +$1.7M +12,100 +123%
RJA
53
Raymond James & Associates
Florida
$2.8M +$2.2M +15,732 +279%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$2.71M +$1.36M +9,705 +88%
MFG
55
Merit Financial Group
Georgia
$2.67M +$1.57M +11,214 +122%
CCM
56
Condor Capital Management
New Jersey
$2.57M +$58.7K +419 +2%
Citigroup
57
Citigroup
New York
$2.46M +$265K +1,892 +11%
FTS
58
Fifth Third Securities
Ohio
$2.44M +$2.61M +18,596 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$2.44M +$1.47M +10,516 +130%
MCWS
60
McKinley Carter Wealth Services
West Virginia
$2.4M -$112K -799 -4%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$2.34M +$572K +4,084 +30%
BC
62
Bartlett & Co
Ohio
$2.34M +$572K +4,084 +30%
LFAS
63
Level Four Advisory Services
Texas
$2.28M +$2.2M +15,725 +963%
ZIG
64
Zurich Insurance Group
Switzerland
$2.17M +$2.32M +16,559 New
KIA
65
KCM Investment Advisors
California
$2.01M +$601K +4,290 +39%
Citadel Advisors
66
Citadel Advisors
Florida
$1.92M +$1.31M +9,363 +178%
CAC
67
Certified Advisory Corp
Florida
$1.89M -$5.04K -36 -0.2%
CWS
68
Cypress Wealth Services
California
$1.88M -$45.4K -324 -2%
AIC
69
Ameritas Investment Company
Nebraska
$1.86M +$1.99M +14,174 New
BCMIO
70
Beacon Capital Management Inc (Ohio)
Ohio
$1.86M -$134M -953,718 -99%
V
71
Veritable
Delaware
$1.82M – – –
NFG
72
Next Financial Group
Texas
$1.82M +$1.88M +13,431 +3,252%
HTI
73
Hikari Tsushin Inc
Japan
$1.79M – – –
HW
74
Hamilton Wealth
California
$1.77M +$1.89M +13,501 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$1.73M -$27.9K -199 -1%
1 2
3
4 5

VDC Hedge Fund Activity: Q4 2018 in Review

293 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2018, worth a combined $1.9B — down 1.3% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VDC positions and 34 closed out — a net gain of 44 holders — while 92 added to existing stakes and 70 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $41.4M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $134M.

  • 293 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2018, up from 254 in Q3 2018.
  • Funds reported $1.9B of Vanguard Consumer Staples ETF stock for Q4 2018, down 1.3% quarter-over-quarter.
  • 78 funds opened new Vanguard Consumer Staples ETF positions in Q4 2018 and 34 closed out, a net change of +44 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2018 was Morningstar Investment Services, an estimated $41.4M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $134M sold.

Based on aggregated 13F filings for Q4 2018.