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Vanguard Consumer Staples ETF

542 hedge funds and large institutions have $3.07B invested in Vanguard Consumer Staples ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 181 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $714K

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

2.2% more ownership

Funds ownership: 46.52%48.72% (+2.2%)

1% more funds holding

Funds holding: 537542 (+5)

1% more capital invested

Capital invested by funds: $3.05B → $3.07B (+$21.9M)

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 181

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
542
Holders Change
+5
Holders Change %
+0.93%
% of All Funds
8.6%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
51
Increased
167
Reduced
181
Closed
41
Calls
$1.64M
Puts
$714K
Net Calls
+$930K
Net Calls Change
-$584K
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
Westside Investment Management
California
$1.6M -$15.4K -80 -0.9%
PNC
152
Park National Corp
Ohio
$1.54M -$22.4K -116 -1%
HFRG
153
Houlihan Financial Resource Group
Virginia
$1.53M -$66.9M -346,636 -98%
DFA
154
DHJJ Financial Advisors
Illinois
$1.52M -$38.6K -200 -2%
LOIM
155
Liberty One Investment Management
Illinois
$1.52M -$71K -368 -4%
WFM
156
Wolff Financial Management
Michigan
$1.48M -$43.6K -226 -3%
Comerica Bank
157
Comerica Bank
Texas
$1.44M +$1.52M +7,900 New
IFO
158
Independent Family Office
New York
$1.41M
TPW
159
Transatlantique Private Wealth
New York
$1.39M +$39.4K +204 +3%
AIM
160
Anchor Investment Management
South Carolina
$1.39M -$928K -4,809 -39%
JF
161
Joule Financial
Kentucky
$1.39M -$88K -456 -6%
MECA
162
Miller Equity Capital Advisors
Texas
$1.38M
NCM
163
Novare Capital Management
North Carolina
$1.38M +$13.5K +70 +0.9%
BCMLT
164
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37M
LWM
165
Laidlaw Wealth Management
New York
$1.36M -$96.7K -501 -6%
CF
166
Centaurus Financial
California
$1.31M +$277K +1,436 +25%
GIA
167
Gladstone Institutional Advisory
Florida
$1.29M +$38.6K +200 +3%
IFG
168
Independent Financial Group
California
$1.27M +$3.47K +18 +0.3%
NEWAS
169
N.E.W. Advisory Services
Wisconsin
$1.24M -$42.1K -218 -3%
Charles Schwab
170
Charles Schwab
California
$1.24M +$1.34M +6,926 New
CFGS
171
Concourse Financial Group Securities
Alabama
$1.22M +$343K +1,777 +36%
SIAG
172
Safeguard Investment Advisory Group
California
$1.22M -$107K -552 -8%
WDC
173
Woodward Diversified Capital
California
$1.2M +$27.8K +144 +2%
LA
174
LexAurum Advisors
Kansas
$1.2M +$31.1K +161 +3%
DWT
175
Dorsey & Whitney Trust
South Dakota
$1.18M -$367K -1,900 -23%

VDC Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q3 2023, worth a combined $3.07B — up 0.72% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new VDC positions and 41 closed out — a net gain of 10 holders — while 167 added to existing stakes and 181 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $151M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $66.9M.

  • 542 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q3 2023, up from 537 in Q2 2023.
  • Funds reported $3.07B of Vanguard Consumer Staples ETF stock for Q3 2023, up 0.72% quarter-over-quarter.
  • 51 funds opened new Vanguard Consumer Staples ETF positions in Q3 2023 and 41 closed out, a net change of +10 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q3 2023 was Beacon Capital Management Inc (Ohio), an estimated $151M added.
  • The largest Vanguard Consumer Staples ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $66.9M sold.

Based on aggregated 13F filings for Q3 2023.