We are live on ! Find out more
VDC icon

Vanguard Consumer Staples ETF

209 hedge funds and large institutions have $1.11B invested in Vanguard Consumer Staples ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $761K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $1.02B → $1.11B (+$89.4M)

7% more funds holding

Funds holding: 196209 (+13)

0.25% more ownership

Funds ownership: 30.68%30.93% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

Holders
209
Holders Change
+13
Holders Change %
+6.63%
% of All Funds
5.2%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
31
Increased
64
Reduced
67
Closed
17
Calls
$2.14M
Puts
$761K
Net Calls
+$1.38M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
126
Aspiriant LLC
California
$330K -$96K -692 -23%
CWM
127
Concert Wealth Management
California
$323K -$16.9K -122 -5%
CB
128
Commerce Bank
Missouri
$321K
BRWA
129
B. Riley Wealth Advisors
Florida
$305K +$139 +1 +0%
US Bancorp
130
US Bancorp
Minnesota
$302K
KIA
131
KCM Investment Advisors
California
$300K
AI
132
Atria Investments
North Carolina
$295K +$69.3K +500 +31%
AIM
133
Anchor Investment Management
South Carolina
$282K +$21.6K +156 +8%
Jane Street
134
Jane Street
New York
$282K -$87.5K -631 -24%
BWAM
135
Boyd Watterson Asset Management
Ohio
$275K
WPC
136
Waters Parkerson & Co
Louisiana
$262K -$16.4K -118 -6%
LFAS
137
Level Four Advisory Services
Texas
$255K -$30.6K -221 -11%
SCM
138
Schnieders Capital Management
California
$250K +$10.4K +75 +4%
GRP
139
Global Retirement Partners
California
$226K +$15.3K +110 +7%
BEAM
140
Baker Ellis Asset Management
Washington
$225K -$13.9K -100 -6%
GWM
141
Greenwich Wealth Management
Connecticut
$223K -$38.8K -280 -15%
I
142
IberiaBank
Louisiana
$220K +$217K +1,564 New
BC
143
Burney Company
Virginia
$217K -$9.29K -67 -4%
FCFC
144
First Commonwealth Financial Corp
Pennsylvania
$216K +$4.85K +35 +2%
OC
145
Oppenheimer & Co
New York
$215K -$79K -570 -27%
JSL
146
JT Stratford LLC
Georgia
$215K +$212K +1,527 New
WIM
147
Westside Investment Management
California
$188K +$186K +1,342 New
HNB
148
Huntington National Bank
Ohio
$174K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$168K
HIIFS
150
Harel Insurance Investments & Financial Services
Israel
$161K +$158K +1,142 New

VDC Hedge Fund Activity: Q1 2017 in Review

209 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2017, worth a combined $1.11B — up 8.8% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VDC positions and 17 closed out — a net gain of 14 holders — while 64 added to existing stakes and 67 trimmed.

The largest buyer was AMP Capital Investors, opening a new position worth an estimated $32.9M. The largest seller was Ogorek Anthony Joseph, exiting entirely with an estimated $13M sold.

  • 209 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2017, up from 196 in Q4 2016.
  • Funds reported $1.11B of Vanguard Consumer Staples ETF stock for Q1 2017, up 8.8% quarter-over-quarter.
  • 31 funds opened new Vanguard Consumer Staples ETF positions in Q1 2017 and 17 closed out, a net change of +14 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2017 was AMP Capital Investors, an estimated $32.9M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2017 was Ogorek Anthony Joseph, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2017.