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Vanguard Consumer Staples ETF

343 hedge funds and large institutions have $2.61B invested in Vanguard Consumer Staples ETF in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

834% more call options, than puts

Call options by funds: $5.72M | Put options by funds: $613K

213% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 24

45% more funds holding in top 10

Funds holding in top 10: 1116 (+5)

16% more funds holding

Funds holding: 296343 (+47)

4% more capital invested

Capital invested by funds: $2.51B → $2.61B (+$96.9M)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

0.32% more ownership

Funds ownership: 46.55%46.87% (+0.32%)

Holders
343
Holders Change
+47
Holders Change %
+15.88%
% of All Funds
6.76%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.32%
New
75
Increased
103
Reduced
102
Closed
24
Calls
$5.72M
Puts
$613K
Net Calls
+$5.11M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
151
Ranch Capital Advisors
Florida
$731K -$32K -204 -4%
SPC
152
Sigma Planning Corp
Michigan
$730K -$7.07K -45 -1%
SS
153
Simplicity Solutions
Minnesota
$722K +$47.6K +303 +7%
NIC
154
Northwest Investment Counselors
Oregon
$702K -$63.1K -402 -8%
BIA
155
Bigelow Investment Advisors
Maine
$656K +$4.71K +30 +0.7%
CFSG
156
Community Financial Services Group
Vermont
$652K +$14.1K +90 +2%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$638K -$33K -210 -5%
VFA
158
Voya Financial Advisors
Connecticut
$634K -$168K -1,067 -21%
DC
159
Davenport & Co
Virginia
$633K +$24.3K +155 +4%
UAS
160
United Asset Strategies
New York
$626K -$6.75K -43 -1%
GTAM
161
Global Trust Asset Management
Florida
$622K -$300K -1,913 -33%
SCA
162
Snowden Capital Advisors
New York
$602K +$7.85K +50 +1%
CF
163
Centaurus Financial
California
$595K -$236K -1,506 -29%
BFA
164
Bragg Financial Advisors
North Carolina
$586K +$12.6K +80 +2%
TPWA
165
TRUE Private Wealth Advisors
Oregon
$576K -$54.5K -347 -9%
KLCM
166
KG&L Capital Management
Louisiana
$569K -$30.8K -196 -5%
AAM
167
Autus Asset Management
Arizona
$569K +$12.9K +82 +2%
LWM
168
Laidlaw Wealth Management
New York
$559K +$544K +3,466 New
SWP
169
Stratos Wealth Partners
Ohio
$553K -$34.7K -221 -6%
IAA
170
Independent Advisor Alliance
North Carolina
$535K +$521K +3,321 New
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$523K
Brown Advisory
172
Brown Advisory
Maryland
$511K -$427K -2,719 -46%
PAG
173
Pinnacle Advisory Group
Maryland
$510K -$10.8K -69 -2%
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$493K -$25.6K -163 -5%
TIA
175
Traphagen Investment Advisors
New Jersey
$489K

VDC Hedge Fund Activity: Q4 2019 in Review

343 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2019, worth a combined $2.61B — up 3.9% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new VDC positions and 24 closed out — a net gain of 51 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Morningstar Investment Management, adding an estimated $36.1M. The largest seller was Morningstar Investment Services, cutting an estimated $28.2M.

  • 343 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $2.61B of Vanguard Consumer Staples ETF stock for Q4 2019, up 3.9% quarter-over-quarter.
  • 75 funds opened new Vanguard Consumer Staples ETF positions in Q4 2019 and 24 closed out, a net change of +51 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2019 was Morningstar Investment Management, an estimated $36.1M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2019 was Morningstar Investment Services, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2019.