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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
DFA
151
DHJJ Financial Advisors
Illinois
$1.66M -$8.79K -45 -0.5%
CA
152
Clearstead Advisors
Ohio
$1.66M +$1.06M +5,435 +176%
DWT
153
Dorsey & Whitney Trust
South Dakota
$1.62M -$29.3K -150 -2%
WFM
154
Wolff Financial Management
Michigan
$1.62M -$24K -123 -1%
AWM
155
Accel Wealth Management
Iowa
$1.62M +$113K +579 +7%
JF
156
Joule Financial
Kentucky
$1.57M +$7.23K +37 +0.5%
LWM
157
Laidlaw Wealth Management
New York
$1.54M -$41.6K -213 -3%
IFO
158
Independent Family Office
New York
$1.5M
GSIAS
159
Garden State Investment Advisory Services
New Jersey
$1.49M -$2.35M -12,012 -61%
ACA
160
Atlas Capital Advisors
Wyoming
$1.47M +$508K +2,602 +52%
MECA
161
Miller Equity Capital Advisors
Texas
$1.47M
IAIM
162
International Assets Investment Management
Florida
$1.45M +$1.23M +6,284 New
NCM
163
Novare Capital Management
North Carolina
$1.45M -$977 -5 -0.1%
TPW
164
Transatlantique Private Wealth
New York
$1.44M +$13.7K +70 +1%
EA
165
Eudaimonia Advisors
Tennessee
$1.43M -$69.8K -357 -5%
SIAG
166
Safeguard Investment Advisory Group
California
$1.41M -$207K -1,061 -13%
BCMLT
167
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37M -$21.3M -109,231 -94%
NEWAS
168
N.E.W. Advisory Services
Wisconsin
$1.37M -$185K -948 -12%
IA
169
IFP Advisors
Florida
$1.36M -$28.1K -144 -2%
TAIM
170
TD Ameritrade Investment Management
Nebraska
$1.35M -$125K -642 -8%
IFG
171
Independent Financial Group
California
$1.35M +$441K +2,257 +48%
GIA
172
Gladstone Institutional Advisory
Florida
$1.34M +$1.95K +10 +0.1%
TLP
173
Trinity Legacy Partners
Texas
$1.33M +$68.4K +350 +5%
SIG
174
Spinnaker Investment Group
California
$1.29M -$27.5K -141 -2%
EP
175
Eudaimonia Partners
Tennessee
$1.28M +$18K +92 +1%

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.