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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
Corient Private Wealth
76
Corient Private Wealth
Florida
$4.12M +$371K +2,023 +10%
PPWP
77
Proquility Private Wealth Partners
Nevada
$4.09M -$540K -2,941 -12%
DK
78
David Kennon
Florida
$4.07M +$60.9K +332 +2%
BCM
79
Brookstone Capital Management
Illinois
$4.04M -$66.4K -362 -2%
CC
80
Callan Capital
California
$3.99M -$1.14M -6,197 -23%
CA
81
Calton & Associates
Florida
$3.94M +$3.79M +20,645 New
AAS
82
Ameritas Advisory Services
Nebraska
$3.92M +$1.91M +10,427 +103%
TAM
83
Tocqueville Asset Management
New York
$3.89M +$203K +1,106 +6%
Citadel Advisors
84
Citadel Advisors
Florida
$3.69M +$307K +1,674 +9%
JIC
85
Johnson Investment Counsel
Ohio
$3.69M -$414K -2,258 -10%
SFPG
86
Stonebridge Financial Planning Group
Florida
$3.42M -$287K -1,564 -8%
William Blair & Company
87
William Blair & Company
Illinois
$3.39M -$56.5K -308 -2%
B
88
Bailard
California
$3.36M +$23.9K +130 +0.7%
MFG
89
Merit Financial Group
Georgia
$3.36M -$337K -1,838 -9%
MGIA
90
Matthew Goff Investment Advisor
Texas
$3.27M -$103K -564 -3%
CCA
91
Conservest Capital Advisors
Pennsylvania
$2.91M +$1.19M +6,475 +74%
ZIG
92
Zurich Insurance Group
Switzerland
$2.87M
VWA
93
Visionary Wealth Advisors
Illinois
$2.86M -$933K -5,085 -25%
AI
94
Arrien Investments
Idaho
$2.86M +$277K +1,512 +11%
CAC
95
Certified Advisory Corp
Florida
$2.86M +$29.4K +160 +1%
Creative Planning
96
Creative Planning
Kansas
$2.84M +$75.8K +413 +3%
ECM
97
Exchange Capital Management
Michigan
$2.8M +$84.8K +462 +3%
HA
98
HC Advisors
Georgia
$2.79M +$53.2K +290 +2%
Prudential Financial
99
Prudential Financial
New Jersey
$2.75M -$2.32M -12,656 -47%
AFS
100
Axiom Financial Strategies
Indiana
$2.68M +$3.3K +18 +0.1%

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.