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Vanguard Consumer Staples ETF

542 hedge funds and large institutions have $3.36B invested in Vanguard Consumer Staples ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 216 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $1.09M

227% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 30

65% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 131

63% more funds holding in top 10

Funds holding in top 10: 1626 (+10)

31% more capital invested

Capital invested by funds: $2.56B → $3.36B (+$798M)

12% more funds holding

Funds holding: 485542 (+57)

1.11% more ownership

Funds ownership: 44.63%45.74% (+1.1%)

Holders
542
Holders Change
+57
Holders Change %
+11.75%
% of All Funds
8.71%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.42%
New
98
Increased
216
Reduced
131
Closed
30
Calls
$3.62M
Puts
$1.09M
Net Calls
+$2.53M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$3.15M +$855K +4,546 +38%
Corient Private Wealth
102
Corient Private Wealth
Florida
$3.13M +$3.07M +16,322 New
GP
103
Greenline Partners
New York
$3.07M +$3M +15,944 +12,456%
Creative Planning
104
Creative Planning
Kansas
$3.04M -$177K -940 -6%
AFS
105
Axiom Financial Strategies
Indiana
$3.01M +$52.1K +277 +2%
MA
106
MBA Advisors
Pennsylvania
$2.97M +$1.17M +6,232 +67%
CAWM
107
Capital Advisors Wealth Management
Washington
$2.94M +$411K +2,187 +17%
VWA
108
Visionary Wealth Advisors
Illinois
$2.91M +$1.74M +9,232 +155%
CW
109
CIC Wealth
Maryland
$2.9M +$2.84M +15,128 New
FRA
110
FFG Retirement Advisors
Colorado
$2.87M +$2.82M +14,975 New
CWS
111
Cypress Wealth Services
California
$2.86M -$99.5K -529 -3%
MCC
112
Money Concepts Capital
Florida
$2.84M +$985K +5,236 +55%
JIC
113
Johnson Investment Counsel
Ohio
$2.82M -$140K -747 -5%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$2.77M +$190K +1,009 +7%
Lido Advisors
115
Lido Advisors
California
$2.76M -$80.5K -428 -3%
CAC
116
Certified Advisory Corp
Florida
$2.74M +$7.71K +41 +0.3%
FPCP
117
Fort Point Capital Partners
California
$2.73M -$1.32M -7,033 -33%
SC
118
Sierra Capital
Florida
$2.71M +$12K +64 +0.5%
WFA
119
Wellspring Financial Advisors
Ohio
$2.71M -$46.3K -246 -0%
BC
120
Bartlett & Co
Ohio
$2.64M
BCWM
121
Bartlett & Co Wealth Management
Ohio
$2.64M
ZIG
122
Zurich Insurance Group
Switzerland
$2.6M +$273K +1,450 +11%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$2.59M -$225K -1,195 -8%
V
124
Veritable
Delaware
$2.51M
KWM
125
Keebeck Wealth Management
Illinois
$2.43M -$99.5K -529 -4%

VDC Hedge Fund Activity: Q4 2022 in Review

542 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2022, worth a combined $3.36B — up 31% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VDC positions and 30 closed out — a net gain of 68 holders — while 216 added to existing stakes and 131 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $42.6M. The largest seller was Prudential Financial, cutting an estimated $97.4M.

  • 542 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2022, up from 485 in Q3 2022.
  • Funds reported $3.36B of Vanguard Consumer Staples ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 98 funds opened new Vanguard Consumer Staples ETF positions in Q4 2022 and 30 closed out, a net change of +68 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2022 was Beacon Capital Management Inc (Ohio), an estimated $42.6M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2022 was Prudential Financial, an estimated $97.4M sold.

Based on aggregated 13F filings for Q4 2022.