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Vanguard Consumer Staples ETF

579 hedge funds and large institutions have $2.87B invested in Vanguard Consumer Staples ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 199 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

26% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $853K

1% more funds holding

Funds holding: 574579 (+5)

0.27% less ownership

Funds ownership: 47.18%46.9% (-0.27%)

3% less capital invested

Capital invested by funds: $2.96B → $2.87B (-$89.5M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

17% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 199

Holders
579
Holders Change
+5
Holders Change %
+0.87%
% of All Funds
8.36%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
165
Reduced
199
Closed
33
Calls
$1.08M
Puts
$853K
Net Calls
+$223K
Net Calls Change
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$2.68M -$99.7K -491 -4%
CWS
102
Cypress Wealth Services
California
$2.64M -$30.9K -152 -1%
FRA
103
FFG Retirement Advisors
Colorado
$2.64M -$82.9K -408 -3%
RPGK
104
Retirement Planning Group (Kansas)
Kansas
$2.56M -$338K -1,665 -12%
KWM
105
Keebeck Wealth Management
Illinois
$2.52M -$51.4K -253 -2%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$2.49M
DADC
107
D.A. Davidson & Co
Montana
$2.41M -$30.3K -149 -1%
VWA
108
Visionary Wealth Advisors
Illinois
$2.38M +$12.4K +61 +0.5%
WA
109
WBH Advisory
Maryland
$2.37M +$11.8K +58 +0.5%
AF
110
Apollon Financial
South Carolina
$2.36M -$74.3K -366 -3%
ACA
111
Atlas Capital Advisors
Wyoming
$2.36M +$1.09M +5,355 +85%
CWM
112
Congress Wealth Management
Massachusetts
$2.33M +$1.25M +6,156 +116%
AWM
113
Axxcess Wealth Management
California
$2.3M +$1.4M +6,881 +155%
NCM
114
Novare Capital Management
North Carolina
$2.29M -$319K -1,571 -12%
CW
115
CIC Wealth
Maryland
$2.28M -$40.4K -199 -2%
Cerity Partners
116
Cerity Partners
New York
$2.25M +$20.7K +102 +0.9%
IC
117
IEQ Capital
California
$2.21M
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$2.2M -$73.3K -361 -3%
WIM
119
Westside Investment Management
California
$2.18M +$102K +500 +5%
PA
120
PFG Advisors
Arizona
$2.15M -$30.9K -152 -1%
CA
121
Calton & Associates
Florida
$2.15M -$13K -64 -0.6%
CCA
122
Conservest Capital Advisors
Pennsylvania
$2.13M -$1.2M -5,898 -36%
TPWA
123
TRUE Private Wealth Advisors
Oregon
$2.12M +$89.6K +441 +4%
AWA
124
Arkadios Wealth Advisors
Georgia
$2.1M +$235K +1,158 +13%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$2.09M

VDC Hedge Fund Activity: Q2 2024 in Review

579 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2024, worth a combined $2.87B — down 3% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VDC positions and 33 closed out — a net gain of 14 holders — while 165 added to existing stakes and 199 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $47.3M. The largest seller was Elwood & Goetz Wealth Advisory Group, cutting an estimated $11.9M.

  • 579 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2024, up from 574 in Q1 2024.
  • Funds reported $2.87B of Vanguard Consumer Staples ETF stock for Q2 2024, down 3% quarter-over-quarter.
  • 47 funds opened new Vanguard Consumer Staples ETF positions in Q2 2024 and 33 closed out, a net change of +14 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $47.3M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2024 was Elwood & Goetz Wealth Advisory Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2024.