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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
CFA
151
Carroll Financial Associates
North Carolina
$127K +$5.82K +42 +5%
LWM
152
LBA Wealth Management
Florida
$124K +$12.2K +88 +11%
FNB
153
Farmers National Bank
Kentucky
$123K +$6.93K +50 +6%
FANJ
154
Financial Architects (New Jersey)
New Jersey
$118K +$75.8K +547 +186%
GT
155
Glenmede Trust
Pennsylvania
$108K
ECM
156
Exchange Capital Management
Michigan
$105K +$86.9K +627 +518%
ADL
157
Asset Dedication LLC
California
$100K
EWM
158
Endurance Wealth Management
Rhode Island
$100K
TDC
159
Thompson Davis & Co
Virginia
$96K
BlackRock
160
BlackRock
New York
$93K
RFA
161
Reilly Financial Advisors
California
$91K
JP Morgan Chase
162
JP Morgan Chase
New York
$87K -$139 -1 -0.2%
CFA
163
CT Financial Advisors
Pennsylvania
$74.6K +$10.5K +76 +17%
CDIA
164
Capital Directions Investment Advisors
Georgia
$73K
MA
165
MUFG Americas
New York
$72K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$70K -$80.6K -581 -54%
KTC
167
Kistler-Tiffany Companies
Pennsylvania
$70K
TIM
168
Tortoise Investment Management
New York
$70K
SBL
169
Sargent Bickham Lagudis
Colorado
$60K
HA
170
Harfst & Associates
Wyoming
$58K +$58K +418 New
M
171
MOTCO
Texas
$56K -$55.5K -400 -50%
WT
172
Whittier Trust
California
$56K
MIFH
173
Migdal Insurance & Financial Holdings
Israel
$56K +$55.5K +400 New
OFW
174
Omnia Family Wealth
Florida
$53K
PWM
175
Perigon Wealth Management
California
$49K

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.