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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
WFM
151
Wolff Financial Management
Michigan
$1.57M +$16.3K +89 +1%
PNC
152
Park National Corp
Ohio
$1.56M -$45.9K -250 -3%
LOIM
153
Liberty One Investment Management
Illinois
$1.56M -$31.6K -172 -2%
AIM
154
Anchor Investment Management
South Carolina
$1.49M +$37.1K +202 +3%
JF
155
Joule Financial
Kentucky
$1.47M +$25K +136 +2%
Wealthfront Advisers
156
Wealthfront Advisers
California
$1.46M -$379K -2,063 -21%
MECA
157
Miller Equity Capital Advisors
Texas
$1.44M – – –
MA
158
Mutual Advisors
Nebraska
$1.44M -$464K -2,529 -25%
TRCT
159
Tower Research Capital (TRC)
New York
$1.42M +$183K +998 +16%
GIA
160
Gladstone Institutional Advisory
Florida
$1.37M +$16K +87 +1%
CF
161
Centaurus Financial
California
$1.36M -$14.7K -80 -1%
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$1.34M +$39.4K +215 +3%
GKWIM
163
Gerber Kawasaki Wealth & Investment Management
California
$1.33M -$691K -3,767 -35%
IFO
164
Independent Family Office
New York
$1.32M -$150K -820 -11%
KWA
165
Kingswood Wealth Advisors
California
$1.32M +$1.27M +6,901 New
LA
166
LexAurum Advisors
Kansas
$1.32M +$60K +327 +5%
NA
167
NewEdge Advisors
Louisiana
$1.3M +$104K +569 +9%
IFG
168
Independent Financial Group
California
$1.29M -$33.9K -185 -3%
Nomura Asset Management
169
Nomura Asset Management
Japan
$1.28M -$844K -4,600 -41%
MWM
170
Marion Wealth Management
Pennsylvania
$1.25M +$296K +1,616 +33%
DWT
171
Dorsey & Whitney Trust
South Dakota
$1.23M – – –
OCPWS
172
One Charles Private Wealth Services
Massachusetts
$1.22M +$924K +5,036 +368%
FFC
173
First Financial Corp
Indiana
$1.22M +$47.9K +261 +4%
RPGK
174
Retirement Planning Group (Kansas)
Kansas
$1.18M +$649K +3,539 +134%
ACM
175
Advisors Capital Management
New Jersey
$1.13M +$58.5K +319 +6%
5 6
7
8 9

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.