We are live on ! Find out more
VDC icon

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
CIBC World Market
101
CIBC World Market
Ontario, Canada
$2.74M +$76.1K +404 +3%
CAC
102
Certified Advisory Corp
Florida
$2.73M +$28.8K +153 +1%
V
103
Veritable
Delaware
$2.62M – – –
SC
104
Sierra Capital
Florida
$2.6M +$3.02K +16 +0.1%
JWCA
105
J.W. Cole Advisors
Florida
$2.5M +$2.36M +12,535 New
JE
106
JMAC Enterprises
Pennsylvania
$2.41M +$2.31M +12,260 New
BP
107
Ballentine Partners
Massachusetts
$2.39M – – –
MCWS
108
McKinley Carter Wealth Services
West Virginia
$2.38M -$28.1K -149 -1%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.37M +$138K +731 +7%
ACM
110
Absolute Capital Management
Pennsylvania
$2.32M +$2.19M +11,604 New
MP
111
McDonald Partners
Ohio
$2.32M +$2.19M +11,604 New
APA
112
American Portfolios Advisors
New York
$2.31M -$274K -1,456 -11%
HA
113
HC Advisors
Georgia
$2.29M +$15.1K +80 +0.7%
CAN
114
Cetera Advisor Networks
California
$2.27M +$817K +4,337 +62%
HW
115
Hamilton Wealth
California
$2.24M -$26.9K -143 -1%
MIAN
116
Mariner Independent Advisor Network
Kansas
$2.19M -$456K -2,422 -18%
CWM
117
Congress Wealth Management
Massachusetts
$2.18M +$2.06M +10,917 New
CPO
118
Cerity Partners OCIO
New York
$2.17M +$45.4K +241 +2%
PPWP
119
Proquility Private Wealth Partners
Nevada
$2.15M -$456K -2,421 -18%
TCOO
120
Trust Company of Oklahoma
Oklahoma
$2.14M +$3.39K +18 +0.2%
MA
121
Mutual Advisors
Nebraska
$2.14M -$123K -652 -6%
LNC
122
Lincoln National Corp
Pennsylvania
$1.93M +$382K +2,025 +27%
DADC
123
D.A. Davidson & Co
Montana
$1.91M +$106K +564 +6%
LOIM
124
Liberty One Investment Management
Illinois
$1.91M +$2.45K +13 +0.1%
5L
125
55I LLC
Massachusetts
$1.89M +$126K +668 +8%
3 4
5
6 7

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.