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Vanguard Consumer Staples ETF

293 hedge funds and large institutions have $1.9B invested in Vanguard Consumer Staples ETF in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 92 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more funds holding in top 10

Funds holding in top 10: 211 (+9)

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

100% more call options, than puts

Call options by funds: $656K | Put options by funds: $328K

31% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 70

15% more funds holding

Funds holding: 254293 (+39)

1.33% more ownership

Funds ownership: 46.97%48.3% (+1.3%)

1% less capital invested

Capital invested by funds: $1.92B → $1.9B (-$24.6M)

Holders
293
Holders Change
+39
Holders Change %
+15.35%
% of All Funds
6.53%
Holding in Top 10
11
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+450%
% of All Funds
0.25%
New
78
Increased
92
Reduced
70
Closed
34
Calls
$656K
Puts
$328K
Net Calls
+$328K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
76
CIBC World Market
Ontario, Canada
$1.68M +$34.5K +246 +2%
AIM
77
Anchor Investment Management
South Carolina
$1.66M -$69.8K -498 -4%
DY
78
Dowling & Yahnke
California
$1.59M +$101K +720 +7%
BOPW
79
Brandywine Oak Private Wealth
Pennsylvania
$1.58M +$1.74M +12,421 New
TCOO
80
Trust Company of Oklahoma
Oklahoma
$1.57M +$348K +2,481 +26%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$1.57M +$84.4K +602 +5%
BP
82
Ballentine Partners
Massachusetts
$1.53M
ACS
83
Archford Capital Strategies
Illinois
$1.52M -$210K -1,497 -11%
PCM
84
Penserra Capital Management
California
$1.49M +$1.59M +11,375 New
SI
85
Stephens Inc
Arkansas
$1.35M +$18.1K +129 +1%
GC
86
Gilbert & Cook
Iowa
$1.35M +$1.44M +10,290 New
CC
87
Callan Capital
California
$1.27M -$412K -2,938 -23%
ECM
88
Exchange Capital Management
Michigan
$1.25M -$155K -1,105 -10%
EWA
89
Evolution Wealth Advisors
Florida
$1.25M +$1.34M +9,545 New
FAAS
90
First Allied Advisory Services
California
$1.23M -$47.1K -336 -3%
APA
91
American Portfolios Advisors
New York
$1.19M +$65.3K +466 +5%
BTS
92
BB&T Securities
Virginia
$1.18M -$2.94K -21 -0.2%
FFC
93
First Financial Corp
Indiana
$1.17M -$867K -6,185 -41%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$1.16M -$244K -1,743 -16%
CA
95
Cetera Advisors
Colorado
$1.13M +$93.1K +664 +8%
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$1.11M -$48.9K -349 -4%
EDRH
97
Edmond de Rothschild Holding
Switzerland
$1.1M
KWM
98
Kingsview Wealth Management
Oregon
$1.1M +$192K +1,372 +20%
SS
99
Simplicity Solutions
Minnesota
$1.09M +$793K +5,659 +215%
GKWIM
100
Gerber Kawasaki Wealth & Investment Management
California
$1.06M -$39.2K -280 -3%

VDC Hedge Fund Activity: Q4 2018 in Review

293 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2018, worth a combined $1.9B — down 1.3% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VDC positions and 34 closed out — a net gain of 44 holders — while 92 added to existing stakes and 70 trimmed.

The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $41.4M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $134M.

  • 293 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2018, up from 254 in Q3 2018.
  • Funds reported $1.9B of Vanguard Consumer Staples ETF stock for Q4 2018, down 1.3% quarter-over-quarter.
  • 78 funds opened new Vanguard Consumer Staples ETF positions in Q4 2018 and 34 closed out, a net change of +44 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2018 was Morningstar Investment Services, an estimated $41.4M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $134M sold.

Based on aggregated 13F filings for Q4 2018.