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Vanguard Consumer Staples ETF

579 hedge funds and large institutions have $2.87B invested in Vanguard Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $853K

1% more funds holding

Funds holding: 574579 (+5)

0.27% less ownership

Funds ownership: 47.18%46.9% (-0.27%)

3% less capital invested

Capital invested by funds: $2.96B → $2.87B (-$89.5M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

17% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 199

Holders
579
Holders Change
+5
Holders Change %
+0.87%
% of All Funds
8.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
165
Reduced
199
Closed
33
Calls
$1.08M
Puts
$853K
Net Calls
+$223K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
51
Lido Advisors
California
$7.23M +$614K +3,022 +9%
Citigroup
52
Citigroup
New York
$7.06M +$132K +651 +2%
MFG
53
Monumental Financial Group
Maryland
$6.94M +$1.21M +5,937 +21%
FPFS
54
First Personal Financial Services
North Carolina
$6.78M +$46.5K +229 +0.7%
WFS
55
Weitzel Financial Services
Iowa
$6.6M +$31.5K +155 +0.5%
RFM
56
Royal Fund Management
Florida
$6.04M -$10.9M -53,512 -64%
PPWP
57
Proquility Private Wealth Partners
Nevada
$5.99M +$139K +683 +2%
SG
58
Sharper & Granite
California
$5.81M +$155K +762 +3%
NRI
59
NFP Retirement Inc
California
$5.61M -$76.4K -376 -1%
MAS
60
Madden Advisory Services
Florida
$5.52M -$67.2K -331 -1%
MML Investors Services
61
MML Investors Services
Massachusetts
$5.46M -$4.26K -21 -0.1%
Mariner
62
Mariner
Kansas
$5.34M +$18.7K +92 +0.4%
GP
63
Greenline Partners
New York
$5.13M -$12.6K -62 -0.2%
ETC
64
Exchange Traded Concepts
Oklahoma
$4.96M +$21.9K +108 +0.4%
SFCL
65
Strengthening Families & Communities LLC
Massachusetts
$4.76M +$82.3K +405 +2%
KNFPWM
66
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.65M -$905K -4,455 -16%
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$4.58M -$10.4K -51 -0.2%
SC
68
Syon Capital
California
$4.5M -$36K -177 -0.8%
FAP
69
Financial Advisory Partners
Florida
$4.4M +$317K +1,562 +8%
Corient Private Wealth
70
Corient Private Wealth
Florida
$4.39M +$1.34M +6,604 +44%
CFGS
71
Concourse Financial Group Securities
Alabama
$4.31M -$425K -2,094 -9%
BCM
72
Brookstone Capital Management
Illinois
$4.21M -$356K -1,754 -8%
SPIA
73
Steward Partners Investment Advisory
New York
$4.18M +$70.7K +348 +2%
TFA
74
Tranquilli Financial Advisor
New Jersey
$4.17M -$101K -497 -2%
CC
75
Callan Capital
California
$4.15M -$60.9K -300 -1%

VDC Hedge Fund Activity: Q2 2024 in Review

579 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2024, worth a combined $2.87B — down 3% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VDC positions and 33 closed out — a net gain of 14 holders — while 165 added to existing stakes and 199 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $47.3M. The largest seller was Elwood & Goetz Wealth Advisory Group, cutting an estimated $11.9M.

  • 579 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2024, up from 574 in Q1 2024.
  • Funds reported $2.87B of Vanguard Consumer Staples ETF stock for Q2 2024, down 3% quarter-over-quarter.
  • 47 funds opened new Vanguard Consumer Staples ETF positions in Q2 2024 and 33 closed out, a net change of +14 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $47.3M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2024 was Elwood & Goetz Wealth Advisory Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.