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Vanguard Consumer Staples ETF
VDC

549 hedge funds and large institutions have $2.97B invested in Vanguard Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 170 increasing their positions, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $2M | Put options by funds: $668K

27% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 56

1% more funds holding

Funds holding: 542 → 549 (+7)

0.17% less ownership

Funds ownership: 48.72% → 48.55% (-0.17%)

3% less capital invested

Capital invested by funds: $3.07B → $2.97B (-$104M)

13% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 195

17% less funds holding in top 10

Funds holding in top 10: 18 → 15 (-3)

Holders
549
Holders Change
+7
Holders Change %
+1.29%
% of All Funds
8%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
71
Increased
170
Reduced
195
Closed
56
Calls
$2M
Puts
$668K
Net Calls
+$1.33M
Net Calls Change
+$397K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$139M
2
MIS
Morningstar Investment Services
Illinois
+$17M
3
Bank of America
Bank of America
North Carolina
+$16.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$7.48M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$189M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$86.6M
3
Osaic Holdings
Osaic Holdings
Arizona
-$50.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$14.2M
5
Wells Fargo
Wells Fargo
California
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
126
Kestra Private Wealth Services
Texas
$2.15M +$1.14M +6,219 +123%
Cerity Partners
127
Cerity Partners
New York
$2.12M +$274K +1,493 +16%
IC
128
IEQ Capital
California
$2.1M +$46.2K +252 +2%
SC
129
Sierra Capital
Florida
$2.1M +$1.32M +7,181 +188%
PA
130
PFG Advisors
Arizona
$2.05M -$66.4K -362 -3%
CFGS
131
Concourse Financial Group Securities
Alabama
$1.91M +$616K +3,359 +50%
TCOO
132
Trust Company of Oklahoma
Oklahoma
$1.91M +$158K +859 +9%
TPWA
133
TRUE Private Wealth Advisors
Oregon
$1.88M +$69.7K +380 +4%
WIM
134
Westside Investment Management
California
$1.85M +$172K +940 +11%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$1.83M +$6.79K +37 +0.4%
FP
136
Financial Perspectives
Minnesota
$1.82M -$17.4K -95 -1%
HI
137
Harbour Investments
Wisconsin
$1.8M -$204K -1,114 -11%
MCWS
138
McKinley Carter Wealth Services
West Virginia
$1.79M -$181K -987 -10%
CI
139
CX Institutional
Indiana
$1.77M +$1.7M +9,270 New
AWA
140
Arkadios Wealth Advisors
Georgia
$1.75M -$196K -1,067 -10%
AWM
141
Accel Wealth Management
Iowa
$1.73M +$16.3K +89 +1%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$1.68M -$1.4M -7,617 -46%
LWM
143
Laidlaw Wealth Management
New York
$1.67M +$237K +1,293 +17%
GCP
144
GSA Capital Partners
United Kingdom
$1.66M -$556K -3,033 -26%
HFRG
145
Houlihan Financial Resource Group
Virginia
$1.62M +$2.38K +13 +0.2%
BP
146
Ballentine Partners
Massachusetts
$1.61M -$592K -3,225 -28%
PCIA
147
Prime Capital Investment Advisors
Kansas
$1.61M -$137K -744 -8%
DFA
148
DHJJ Financial Advisors
Illinois
$1.59M +$2.02K +11 +0.1%
CA
149
Clearstead Advisors
Ohio
$1.58M -$1.52M -8,266 -50%
GWM
150
Gray Wealth Management
Maine
$1.58M -$159K -867 -9%
4 5
6
7 8

VDC Hedge Fund Activity: Q4 2023 in Review

549 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2023, worth a combined $2.97B — down 3.4% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VDC positions and 56 closed out — a net gain of 15 holders — while 170 added to existing stakes and 195 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $189M.

  • 549 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2023, up from 542 in Q3 2023.
  • Funds reported $2.97B of Vanguard Consumer Staples ETF stock for Q4 2023, down 3.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Consumer Staples ETF positions in Q4 2023 and 56 closed out, a net change of +15 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $189M sold.

Based on aggregated 13F filings for Q4 2023.