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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
SFPG
76
Stonebridge Financial Planning Group
Florida
$4.09M -$61K -324 -2%
CC
77
Callan Capital
California
$4.09M +$204K +1,083 +6%
B
78
Bailard
California
$4.01M +$70.7K +375 +2%
TAM
79
Tocqueville Asset Management
New York
$3.85M +$3.63M +19,280 New
MGIA
80
Matthew Goff Investment Advisor
Texas
$3.76M -$73.7K -391 -2%
AG
81
Ascent Group
Virginia
$3.73M +$3.59M +19,039 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$3.66M +$159K +846 +5%
P
83
Pariax
California
$3.58M +$3.37M +17,902 New
PA
84
PFG Advisors
Arizona
$3.45M -$55.4K -294 -2%
AWA
85
Arkadios Wealth Advisors
Georgia
$3.38M -$102K -544 -3%
JIC
86
Johnson Investment Counsel
Ohio
$3.3M +$1.81M +9,618 +139%
Vanguard Group
87
Vanguard Group
Pennsylvania
$3.2M -$1.82M -9,666 -38%
Creative Planning
88
Creative Planning
Kansas
$3.18M -$259K -1,375 -8%
SI
89
Stephens Inc
Arkansas
$3.13M -$699K -3,711 -19%
CWS
90
Cypress Wealth Services
California
$3.12M +$63.9K +339 +2%
CFSG
91
Community Financial Services Group
Vermont
$3.08M +$173K +920 +6%
HI
92
Harbour Investments
Wisconsin
$3M -$1.77M -9,403 -39%
KWM
93
Keebeck Wealth Management
Illinois
$3M – – –
Lido Advisors
94
Lido Advisors
California
$2.92M +$96.7K +513 +4%
William Blair & Company
95
William Blair & Company
Illinois
$2.86M +$65.6K +348 +2%
MAS
96
Madden Advisory Services
Florida
$2.83M +$449K +2,384 +20%
ECM
97
Exchange Capital Management
Michigan
$2.82M +$244K +1,295 +10%
WFA
98
Wellspring Financial Advisors
Ohio
$2.77M +$149M +790,737 +10,210%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$2.75M – – –
BC
100
Bartlett & Co
Ohio
$2.75M – – –
2 3
4
5 6

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.