We are live on ! Find out more
VDC icon

Vanguard Consumer Staples ETF
VDC

343 hedge funds and large institutions have $2.61B invested in Vanguard Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

834% more call options, than puts

Call options by funds: $5.72M | Put options by funds: $613K

213% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 24

45% more funds holding in top 10

Funds holding in top 10: 11 → 16 (+5)

16% more funds holding

Funds holding: 296 → 343 (+47)

4% more capital invested

Capital invested by funds: $2.51B → $2.61B (+$96.9M)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0.32% more ownership

Funds ownership: 46.55% → 46.87% (+0.32%)

Holders
343
Holders Change
+47
Holders Change %
+15.88%
% of All Funds
6.76%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
75
Increased
103
Reduced
102
Closed
24
Calls
$5.72M
Puts
$613K
Net Calls
+$5.11M
Net Calls Change
+$2.2M

Top Buyers

Rank Fund Capital Flow
1
MIM
Morningstar Investment Management
Illinois
+$36.1M
2
Morgan Stanley
Morgan Stanley
New York
+$4.23M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.17M
4
BOPW
Brandywine Oak Private Wealth
Pennsylvania
+$3.04M
5
MMEA
Main Management ETF Advisors
California
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
-$28.2M
2
M&T Bank
M&T Bank
New York
-$15.1M
3
Bank of America
Bank of America
North Carolina
-$14.2M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$8.35M
5
I
INVST
Indiana
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$5.19M -$38.8K -247 -0.8%
AWA
52
Arkadios Wealth Advisors
Georgia
$5.01M +$4.78M +30,468 New
JMPWA
53
JP Morgan Private Wealth Advisors
California
$4.98M +$1.05M +6,685 +28%
HA
54
HC Advisors
Georgia
$4.9M +$4.77M +30,375 New
MIAN
55
Mariner Independent Advisor Network
Kansas
$4.69M +$76.9K +490 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$4.51M +$1.86M +11,857 +73%
TC
57
Tatro Capital
Kentucky
$4.18M +$4.07M +25,927 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$4.1M -$449K -2,861 -10%
WFM
59
Wolff Financial Management
Michigan
$4.03M -$162K -1,029 -4%
MAS
60
Madden Advisory Services
Florida
$4.02M -$81.6K -520 -2%
NEWAS
61
N.E.W. Advisory Services
Wisconsin
$3.68M +$3.58M +22,835 New
NRI
62
NFP Retirement Inc
California
$3.59M +$3.5M +22,284 New
TAIM
63
TD Ameritrade Investment Management
Nebraska
$3.54M +$193K +1,231 +6%
CCM
64
Condor Capital Management
New Jersey
$3.27M -$17K -108 -0.5%
KWM
65
Keebeck Wealth Management
Illinois
$3.11M +$3.03M +19,298 New
CA
66
Calton & Associates
Florida
$2.85M +$1.23M +7,813 +79%
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$2.82M +$58.9K +375 +2%
AIM
68
Anchor Investment Management
South Carolina
$2.74M +$110K +699 +4%
ASN
69
Advisory Services Network
Georgia
$2.74M +$765K +4,872 +40%
Truist Financial
70
Truist Financial
North Carolina
$2.72M +$2.65M +16,866 New
CP
71
Coho Partners
Pennsylvania
$2.69M +$2.62M +16,719 New
FTS
72
Fifth Third Securities
Ohio
$2.69M +$111K +707 +4%
LAM
73
L2 Asset Management
Massachusetts
$2.65M +$2.58M +16,415 New
MCWS
74
McKinley Carter Wealth Services
West Virginia
$2.56M -$26.8K -171 -1%
HW
75
Hamilton Wealth
California
$2.55M +$9.89K +63 +0.4%
1 2
3
4 5

VDC Hedge Fund Activity: Q4 2019 in Review

343 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2019, worth a combined $2.61B — up 3.9% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VDC positions and 24 closed out — a net gain of 51 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Morningstar Investment Management, adding an estimated $36.1M. The largest seller was Morningstar Investment Services, cutting an estimated $28.2M.

  • 343 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $2.61B of Vanguard Consumer Staples ETF stock for Q4 2019, up 3.9% quarter-over-quarter.
  • 75 funds opened new Vanguard Consumer Staples ETF positions in Q4 2019 and 24 closed out, a net change of +51 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2019 was Morningstar Investment Management, an estimated $36.1M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2019 was Morningstar Investment Services, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2019.