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Vanguard Consumer Staples ETF

542 hedge funds and large institutions have $3.36B invested in Vanguard Consumer Staples ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 216 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $1.09M

227% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 30

65% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 131

63% more funds holding in top 10

Funds holding in top 10: 1626 (+10)

31% more capital invested

Capital invested by funds: $2.56B → $3.36B (+$798M)

12% more funds holding

Funds holding: 485542 (+57)

1.11% more ownership

Funds ownership: 44.63%45.74% (+1.1%)

Holders
542
Holders Change
+57
Holders Change %
+11.75%
% of All Funds
8.71%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.42%
New
98
Increased
216
Reduced
131
Closed
30
Calls
$3.62M
Puts
$1.09M
Net Calls
+$2.53M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$8.39M +$914K +4,863 +12%
MAP
52
Milestone Advisory Partners
North Carolina
$8.01M -$1.49M -7,919 -16%
CAN
53
Cetera Advisor Networks
California
$7.98M +$3.18M +16,894 +68%
KNFPWM
54
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$7.55M +$7.41M +39,422 New
MML Investors Services
55
MML Investors Services
Massachusetts
$7.23M +$259K +1,380 +4%
Citigroup
56
Citigroup
New York
$7.22M +$1.93M +10,260 +37%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$6.99M -$134K -714 -2%
SG
58
StoneX Group
New York
$6.64M +$188K +998 +3%
Millennium Management
59
Millennium Management
New York
$6.22M +$81K +431 +1%
SG
60
Sharper & Granite
California
$6.05M +$5.94M +31,585 New
FPFS
61
First Personal Financial Services
North Carolina
$5.92M +$29.9K +159 +0.5%
Comerica Bank
62
Comerica Bank
Texas
$5.67M +$3.43M +18,223 +164%
NRI
63
NFP Retirement Inc
California
$5.55M -$72.8K -387 -1%
FWS
64
FinDec Wealth Services
California
$5.34M +$5.24M +27,857 New
SIAG
65
Safeguard Investment Advisory Group
California
$5.05M +$1.54M +8,191 +45%
SAS
66
Stelac Advisory Services
New York
$4.86M +$131K +699 +3%
CA
67
Cetera Advisors
Colorado
$4.81M +$960K +5,108 +26%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$4.65M +$2.1M +11,168 +85%
CS
69
Comerica Securities
Michigan
$4.41M +$1.05M +5,558 +32%
WAM
70
WNY Asset Management
New York
$4.36M -$639K -3,398 -13%
CA
71
Calton & Associates
Florida
$4.36M +$478K +2,540 +13%
Goldman Sachs
72
Goldman Sachs
New York
$4.29M -$2.85M -15,161 -40%
GSIAS
73
Garden State Investment Advisory Services
New Jersey
$4.23M +$4.15M +22,093 New
MFG
74
Merit Financial Group
Georgia
$4.19M -$296K -1,575 -7%
FAP
75
Financial Advisory Partners
Florida
$4.15M -$115K -613 -3%

VDC Hedge Fund Activity: Q4 2022 in Review

542 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2022, worth a combined $3.36B — up 31% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VDC positions and 30 closed out — a net gain of 68 holders — while 216 added to existing stakes and 131 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $42.6M. The largest seller was Prudential Financial, cutting an estimated $97.4M.

  • 542 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2022, up from 485 in Q3 2022.
  • Funds reported $3.36B of Vanguard Consumer Staples ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 98 funds opened new Vanguard Consumer Staples ETF positions in Q4 2022 and 30 closed out, a net change of +68 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2022 was Beacon Capital Management Inc (Ohio), an estimated $42.6M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2022 was Prudential Financial, an estimated $97.4M sold.

Based on aggregated 13F filings for Q4 2022.