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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
P
126
Pariax
California
$2.13M -$453K -2,316 -17%
IC
127
IEQ Capital
California
$2.13M +$159K +815 +8%
RL
128
Retireful LLC
Michigan
$2.13M +$2.09M +10,714 New
TFA
129
Tranquilli Financial Advisor
New Jersey
$2.11M +$64.3K +329 +3%
GKWIM
130
Gerber Kawasaki Wealth & Investment Management
California
$2.08M -$26.4K -135 -1%
CWM
131
Congress Wealth Management
Massachusetts
$2.07M +$920K +4,708 +79%
SWM
132
Stapp Wealth Management
Washington
$2.04M +$2.05M +10,479 New
MA
133
Mutual Advisors
Nebraska
$2.02M +$35.4K +181 +2%
MCWS
134
McKinley Carter Wealth Services
West Virginia
$2.02M -$96.5K -494 -5%
Cerity Partners
135
Cerity Partners
New York
$2.01M +$1.46M +7,450 +259%
AWA
136
Arkadios Wealth Advisors
Georgia
$1.98M +$19K +97 +1%
JWCA
137
J.W. Cole Advisors
Florida
$1.96M -$44.5K -228 -2%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$1.91M +$67K +343 +4%
TPWA
139
TRUE Private Wealth Advisors
Oregon
$1.9M -$11.5K -59 -0.6%
TCOO
140
Trust Company of Oklahoma
Oklahoma
$1.88M -$64.3K -329 -3%
MSFS
141
Main Street Financial Solutions
Pennsylvania
$1.88M -$12.9K -66 -0.7%
MA
142
Montag & Associates
Georgia
$1.84M +$1.55M +7,940 +535%
WA
143
WBH Advisory
Maryland
$1.83M -$47.9K -245 -3%
GWM
144
Gray Wealth Management
Maine
$1.79M -$67.4K -345 -4%
Wealthfront Advisers
145
Wealthfront Advisers
California
$1.73M -$84.8K -434 -5%
WIM
146
Westside Investment Management
California
$1.72M -$3.91K -20 -0.2%
FP
147
Financial Perspectives
Minnesota
$1.71M +$161K +824 +10%
CCA
148
Conservest Capital Advisors
Pennsylvania
$1.71M +$26K +133 +2%
LOIM
149
Liberty One Investment Management
Illinois
$1.69M -$48.3K -247 -3%
PNC
150
Park National Corp
Ohio
$1.66M +$8.6K +44 +0.5%

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.