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Vanguard Consumer Staples ETF

537 hedge funds and large institutions have $3.05B invested in Vanguard Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $856K

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $2.92B → $3.05B (+$131M)

0% more funds holding

Funds holding: 536537 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.72% less ownership

Funds ownership: 47.24%46.52% (-0.72%)

8% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 179

Holders
537
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.43%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
37
Increased
165
Reduced
179
Closed
33
Calls
$2.37M
Puts
$856K
Net Calls
+$1.51M
Net Calls Change
-$905K
Name Holding Trade Value Shares
Change
Change in
Stake
GP
76
Greenline Partners
New York
$4.04M +$383K +1,959 +10%
SFPG
77
Stonebridge Financial Planning Group
Florida
$4M -$123K -630 -3%
Prudential Financial
78
Prudential Financial
New Jersey
$3.9M +$291K +1,489 +8%
SFCL
79
Strengthening Families & Communities LLC
Massachusetts
$3.89M +$3.84M +19,661 +5,431%
MFG
80
Merit Financial Group
Georgia
$3.82M +$10.4K +53 +0.3%
Mariner
81
Mariner
Kansas
$3.82M -$163K -836 -4%
SPIA
82
Steward Partners Investment Advisory
New York
$3.79M -$240K -1,229 -6%
VWA
83
Visionary Wealth Advisors
Illinois
$3.77M +$901K +4,613 +31%
Corient Private Wealth
84
Corient Private Wealth
Florida
$3.76M -$110K -563 -3%
TAM
85
Tocqueville Asset Management
New York
$3.75M
William Blair & Company
86
William Blair & Company
Illinois
$3.49M +$9.77K +50 +0.3%
MGIA
87
Matthew Goff Investment Advisor
Texas
$3.44M
ETC
88
Exchange Traded Concepts
Oklahoma
$3.44M +$3.45M +17,666 New
DADC
89
D.A. Davidson & Co
Montana
$3.37M +$131K +671 +4%
B
90
Bailard
California
$3.31M +$16.4K +84 +0.5%
PWM
91
PRW Wealth Management
Massachusetts
$3.29M +$2.56M +13,104 +945%
AI
92
Atria Investments
North Carolina
$3.22M -$193K -990 -6%
AFS
93
Axiom Financial Strategies
Indiana
$3.09M -$23.3K -119 -0.7%
ASN
94
Advisory Services Network
Georgia
$3.04M -$158K -808 -5%
AWM
95
Apollon Wealth Management
South Carolina
$2.94M +$2.96M +15,134 New
ZIG
96
Zurich Insurance Group
Switzerland
$2.89M
ECM
97
Exchange Capital Management
Michigan
$2.87M +$12.3K +63 +0.4%
CW
98
CIC Wealth
Maryland
$2.86M -$20.9K -107 -0.7%
CAC
99
Certified Advisory Corp
Florida
$2.86M +$13.3K +68 +0.5%
HA
100
HC Advisors
Georgia
$2.84M +$12.9K +66 +0.5%

VDC Hedge Fund Activity: Q2 2023 in Review

537 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2023, worth a combined $3.05B — up 4.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VDC positions and 33 closed out — a net gain of 4 holders — while 165 added to existing stakes and 179 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $67.7M. The largest seller was Resources Management Corp, cutting an estimated $39M.

  • 537 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2023, up from 536 in Q1 2023.
  • Funds reported $3.05B of Vanguard Consumer Staples ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 37 funds opened new Vanguard Consumer Staples ETF positions in Q2 2023 and 33 closed out, a net change of +4 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $67.7M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2023 was Resources Management Corp, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2023.