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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
Creative Planning
101
Creative Planning
Kansas
$2.84M -$210K -1,076 -7%
CFP
102
Curran Financial Partners
South Carolina
$2.84M +$62.1K +318 +2%
FRA
103
FFG Retirement Advisors
Colorado
$2.8M +$48.5K +248 +2%
CWS
104
Cypress Wealth Services
California
$2.78M -$55.9K -286 -2%
Lido Advisors
105
Lido Advisors
California
$2.75M -$198K -1,012 -7%
Nomura Asset Management
106
Nomura Asset Management
Japan
$2.73M -$1.15M -5,900 -30%
BC
107
Bartlett & Co
Ohio
$2.7M
BCWM
108
Bartlett & Co Wealth Management
Ohio
$2.7M
SAS
109
Stelac Advisory Services
New York
$2.67M -$2.32M -11,884 -46%
JIC
110
Johnson Investment Counsel
Ohio
$2.66M -$103K -526 -4%
GCP
111
GSA Capital Partners
United Kingdom
$2.63M +$1.2M +6,160 +84%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$2.63M +$525K +2,689 +25%
AI
113
Arrien Investments
Idaho
$2.58M +$393K +2,010 +18%
WFA
114
Wellspring Financial Advisors
Ohio
$2.57M -$356K -1,824 -0.2%
V
115
Veritable
Delaware
$2.55M
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$2.52M +$63.7K +326 +3%
KWM
117
Keebeck Wealth Management
Illinois
$2.45M -$9.77K -50 -0.4%
AIM
118
Anchor Investment Management
South Carolina
$2.41M +$12.9K +66 +0.5%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$2.41M
LNC
120
Lincoln National Corp
Pennsylvania
$2.41M +$121K +617 +5%
ADL
121
Asset Dedication LLC
California
$2.3M +$166K +852 +8%
CS
122
Comerica Securities
Michigan
$2.29M -$1.69M -8,659 -43%
BCM
123
Brookstone Capital Management
Illinois
$2.28M +$169K +865 +8%
BP
124
Ballentine Partners
Massachusetts
$2.27M
PF
125
Phoenix Financial
Israel
$2.21M +$1.1M +5,617 +97%

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.