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Vanguard Consumer Staples ETF
VDC

469 hedge funds and large institutions have $3.07B invested in Vanguard Consumer Staples ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 18

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

47% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 110

20% more capital invested

Capital invested by funds: $2.55B → $3.07B (+$522M)

18% more funds holding

Funds holding: 399 → 469 (+70)

3.86% more ownership

Funds ownership: 44.6% → 48.46% (+3.9%)

17% less call options, than puts

Call options by funds: $1M | Put options by funds: $1.2M

Holders
469
Holders Change
+70
Holders Change %
+17.54%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
97
Increased
162
Reduced
110
Closed
18
Calls
$1M
Puts
$1.2M
Net Calls
-$199K
Net Calls Change
+$411K

Top Buyers

1
WFA
Wellspring Financial Advisors
Ohio
+$149M
2
Prudential Financial
Prudential Financial
New Jersey
+$92.4M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$69.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
5
EDRH
Edmond de Rothschild Holding
Switzerland
+$10.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$50.4M
2
Citigroup
Citigroup
New York
-$32.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.26M
4
BHB
Bank Hapoalim BM
Israel
-$5.65M
5
MIM
Morningstar Investment Management
Illinois
-$4.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
KNFPWM
51
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.15M +$6.74M +35,790 New
CFP
52
Curran Financial Partners
South Carolina
$7.1M +$617K +3,274 +10%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$6.65M +$288K +1,531 +5%
AIM
54
Anchor Investment Management
South Carolina
$6.55M +$256K +1,360 +4%
BOPW
55
Brandywine Oak Private Wealth
Pennsylvania
$6.54M -$158K -839 -2%
AAS
56
Avantax Advisory Services
Texas
$6.44M +$217K +1,150 +4%
MML Investors Services
57
MML Investors Services
Massachusetts
$6.28M +$481K +2,553 +9%
FPFS
58
First Personal Financial Services
North Carolina
$6.15M +$26.8K +142 +0.5%
AWM
59
AE Wealth Management
Kansas
$6.03M +$635K +3,369 +13%
WAM
60
WNY Asset Management
New York
$6.03M +$269K +1,427 +5%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$5.83M +$249K +1,324 +5%
ETC
62
Exchange Traded Concepts
Oklahoma
$5.44M +$1.52M +8,093 +42%
SAS
63
Stelac Advisory Services
New York
$5.43M +$34.9K +185 +0.7%
NRI
64
NFP Retirement Inc
California
$5.41M +$62K +329 +1%
TC
65
Tatro Capital
Kentucky
$4.85M +$49.2K +261 +1%
TFA
66
Tranquilli Financial Advisor
New Jersey
$4.85M +$187K +991 +4%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$4.72M +$1.52M +8,080 +52%
Lazard Asset Management
68
Lazard Asset Management
New York
$4.67M – – –
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$4.59M +$174K +923 +4%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$4.41M – – –
Nomura Asset Management
71
Nomura Asset Management
Japan
$4.4M +$583K +3,096 +16%
Truist Financial
72
Truist Financial
North Carolina
$4.33M +$735K +3,899 +22%
CA
73
Calton & Associates
Florida
$4.32M +$265K +1,409 +7%
CA
74
Cetera Advisors
Colorado
$4.26M +$1.37M +7,281 +52%
FAP
75
Financial Advisory Partners
Florida
$4.14M +$3.9M +20,715 New
1 2
3
4 5

VDC Hedge Fund Activity: Q4 2021 in Review

469 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2021, worth a combined $3.07B — up 20% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VDC positions and 18 closed out — a net gain of 79 holders — while 162 added to existing stakes and 110 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $149M. The largest seller was Bank of America, cutting an estimated $50.4M.

  • 469 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2021, up from 399 in Q3 2021.
  • Funds reported $3.07B of Vanguard Consumer Staples ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Consumer Staples ETF positions in Q4 2021 and 18 closed out, a net change of +79 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2021 was Wellspring Financial Advisors, an estimated $149M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2021 was Bank of America, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2021.