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Vanguard Consumer Staples ETF

399 hedge funds and large institutions have $2.55B invested in Vanguard Consumer Staples ETF in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 124 increasing their positions, 129 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

5% more capital invested

Capital invested by funds: $2.42B → $2.55B (+$126M)

2.2% more ownership

Funds ownership: 42.4%44.6% (+2.2%)

0% more funds holding

Funds holding: 398399 (+1)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 129

42% less call options, than puts

Call options by funds: $842K | Put options by funds: $1.45M

Holders
399
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
6.99%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
34
Increased
124
Reduced
129
Closed
26
Calls
$842K
Puts
$1.45M
Net Calls
-$610K
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
176
Institute for Wealth Management
Colorado
$651K +$45K +243 +7%
GCP
177
GSA Capital Partners
United Kingdom
$648K +$670K +3,618 New
PWM
178
Praetorian Wealth Management
California
$647K +$25.9K +140 +4%
BAM
179
Belpointe Asset Management
Nevada
$646K +$165K +893 +33%
PWP
180
Principle Wealth Partners
Connecticut
$642K
SPC
181
Sigma Planning Corp
Michigan
$633K -$4.63K -25 -0.7%
LS
182
Leelyn Smith
Illinois
$633K
WCM
183
Windham Capital Management
Massachusetts
$627K -$118K -638 -15%
EH
184
Equitable Holdings
New York
$618K +$69.1K +373 +12%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$612K
SCA
186
Spearhead Capital Advisors
Florida
$603K -$42.6K -230 -6%
RCA
187
Ranch Capital Advisors
Florida
$601K -$1.85K -10 -0.3%
SG
188
StoneX Group
New York
$595K +$78.1K +422 +15%
DBT
189
Dubuque Bank & Trust
Iowa
$592K -$8.7K -47 -1%
AAM
190
Autus Asset Management
Arizona
$591K -$23.1K -125 -4%
ODIJL
191
One Day In July LLC
Vermont
$587K +$176K +951 +41%
NFC
192
Northeast Financial Consultants
Connecticut
$568K +$106K +575 +22%
CG
193
Caprock Group
Idaho
$566K
CS
194
Comerica Securities
Michigan
$562K -$532K -2,876 -48%
BRWA
195
B. Riley Wealth Advisors
Florida
$550K -$9.81K -53 -2%
HNB
196
Huntington National Bank
Ohio
$548K
SWM
197
Spire Wealth Management
Virginia
$543K -$52.8K -285 -9%
MAFM
198
Mid Atlantic Financial Management
Pennsylvania
$541K -$23.9K -129 -4%
VFG
199
V2 Financial group
Illinois
$539K
MWM
200
Mission Wealth Management
California
$534K