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Vanguard Consumer Staples ETF

549 hedge funds and large institutions have $2.97B invested in Vanguard Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $2M | Put options by funds: $668K

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

1% more funds holding

Funds holding: 542549 (+7)

0.17% less ownership

Funds ownership: 48.72%48.55% (-0.17%)

3% less capital invested

Capital invested by funds: $3.07B → $2.97B (-$104M)

13% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 195

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

Holders
549
Holders Change
+7
Holders Change %
+1.29%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
71
Increased
170
Reduced
195
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K
Name Holding Trade Value Shares
Change
Change in
Stake
KNFPWM
51
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$6.37M +$6.12M +33,346 New
FPFS
52
First Personal Financial Services
North Carolina
$6.3M -$62.7K -342 -1%
PS
53
Principal Securities
Iowa
$6.2M +$5.95M +32,455 New
MML Investors Services
54
MML Investors Services
Massachusetts
$6.19M -$522K -2,845 -8%
BCMIO
55
Beacon Capital Management Inc (Ohio)
Ohio
$5.73M -$189M -1,029,890 -97%
SWP
56
Stratos Wealth Partners
Ohio
$5.59M +$160K +871 +3%
NRI
57
NFP Retirement Inc
California
$5.49M +$37.6K +205 +0.7%
US Bancorp
58
US Bancorp
Minnesota
$5.41M +$2.11M +11,509 +68%
Lido Advisors
59
Lido Advisors
California
$5.31M +$2.63M +14,328 +106%
Mariner
60
Mariner
Kansas
$5.25M -$118K -645 -2%
MAS
61
Madden Advisory Services
Florida
$5.23M +$397K +2,163 +9%
SG
62
Sharper & Granite
California
$5.23M -$42.6K -232 -0.8%
MFG
63
Monumental Financial Group
Maryland
$5.17M +$530K +2,891 +12%
AWM
64
AE Wealth Management
Kansas
$4.85M -$5.09M -27,768 -52%
TGAM
65
TBH Global Asset Management
Tennessee
$4.75M +$4.56M +24,877 New
SAMT
66
Select Asset Management & Trust
Pennsylvania
$4.57M +$136K +743 +3%
GP
67
Greenline Partners
New York
$4.52M +$188K +1,027 +5%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$4.49M -$10.1M -54,785 -70%
WFS
69
Weitzel Financial Services
Iowa
$4.47M -$57.6K -314 -1%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$4.45M -$46.1K -251 -1%
FAP
71
Financial Advisory Partners
Florida
$4.39M +$275K +1,499 +7%
AWS
72
Atria Wealth Solutions
New York
$4.38M -$8.57M -46,724 -67%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$4.26M +$55.4K +302 +1%
SPIA
74
Steward Partners Investment Advisory
New York
$4.22M +$397K +2,166 +11%
SFCL
75
Strengthening Families & Communities LLC
Massachusetts
$4.13M +$247K +1,345 +7%

VDC Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2023, worth a combined $2.97B — down 3.4% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VDC positions and 56 closed out — a net gain of 15 holders — while 170 added to existing stakes and 195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $189M.

  • 549 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2023, up from 542 in Q3 2023.
  • Funds reported $2.97B of Vanguard Consumer Staples ETF stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Consumer Staples ETF positions in Q4 2023 and 56 closed out, a net change of +15 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $189M sold.

Based on aggregated 13F filings for Q4 2023.