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Vanguard Consumer Staples ETF
VDC

Overview Fund Activity

626 hedge funds and large institutions have $3.61B invested in Vanguard Consumer Staples ETF in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 213 increasing their positions, 204 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+29
Holders Change %
+4.86%
% of All Funds
8.33%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.19%
New
78
Increased
213
Reduced
204
Closed
34
Calls
$444K
Puts
–
Net Calls
+$444K
Net Calls Change
+$771K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$141M
2
PCH
PGIM Custom Harvest
New Jersey
+$16.5M
3
EP
Essential Planning
New Hampshire
+$16.5M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$15.9M
5
AWM
Apollon Wealth Management
South Carolina
+$12.2M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$24.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$23.2M
3
Morgan Stanley
Morgan Stanley
New York
-$8.31M
4
SL
Systelligence LLC
Minnesota
-$5.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Gray Wealth Management
Maine
$1.79M -$16.5K -78 -0.9%
HFRG
152
Houlihan Financial Resource Group
Virginia
$1.79M +$13.1K +62 +0.7%
NA
153
NewEdge Advisors
Louisiana
$1.79M -$2.96K -14 -0.2%
WFM
154
Wolff Financial Management
Michigan
$1.76M +$14.8K +70 +0.8%
TLP
155
Trinity Legacy Partners
Texas
$1.75M +$103K +486 +6%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$1.74M +$939K +4,441 +117%
HI
157
Harbour Investments
Wisconsin
$1.69M -$52K -246 -3%
HFA
158
Hershey Financial Advisers
Pennsylvania
$1.67M +$1.67M +7,897 New
ACM
159
Advisors Capital Management
New Jersey
$1.67M +$220K +1,041 +15%
CI
160
CX Institutional
Indiana
$1.66M +$1.66M +7,862 New
GIA
161
Gladstone Institutional Advisory
Florida
$1.64M +$24.5K +116 +2%
USCWA
162
U.S. Capital Wealth Advisors
Texas
$1.63M +$1.63M +7,709 New
AFS
163
Axiom Financial Strategies
Indiana
$1.61M -$513K -2,427 -24%
CA
164
Clearstead Advisors
Ohio
$1.6M +$634 +3 +0%
GWM
165
Geneos Wealth Management
Colorado
$1.6M +$1.31M +6,193 +447%
MGIA
166
Moneta Group Investment Advisors
Missouri
$1.6M -$16.3K -77 -1%
MECA
167
Miller Equity Capital Advisors
Texas
$1.6M – – –
CIA
168
Concurrent Investment Advisors
Florida
$1.59M +$1.21M +5,739 +324%
LOIM
169
Liberty One Investment Management
Illinois
$1.57M +$16.3K +77 +1%
KWA
170
Kingswood Wealth Advisors
California
$1.57M -$3.69M -17,475 -70%
AWM
171
Axxcess Wealth Management
California
$1.56M -$371K -1,753 -19%
CP
172
Cornerstone Planning
North Carolina
$1.55M +$1.55M +7,325 New
LWM
173
Laidlaw Wealth Management
New York
$1.54M +$55K +260 +4%
MWM
174
Marion Wealth Management
Pennsylvania
$1.53M +$27.5K +130 +2%
MCCA
175
Mill Creek Capital Advisors
Pennsylvania
$1.53M – – –
5 6
7
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