We are live on ! Find out more
VDC icon

Vanguard Consumer Staples ETF

536 hedge funds and large institutions have $2.92B invested in Vanguard Consumer Staples ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 178 increasing their positions, 187 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $1.74M

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

1.5% more ownership

Funds ownership: 45.74%47.24% (+1.5%)

5% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 187

1% less funds holding

Funds holding: 542536 (-6)

13% less capital invested

Capital invested by funds: $3.36B → $2.92B (-$447M)

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
536
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
8.54%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.32%
New
53
Increased
178
Reduced
187
Closed
43
Calls
$4.16M
Puts
$1.74M
Net Calls
+$2.42M
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Congress Wealth Management
Massachusetts
$1.15M +$912K +4,812 +422%
TVWM
177
Tower View Wealth Management
Wisconsin
$1.15M +$8.91K +47 +0.8%
Kovitz Investment Group Partners
178
Kovitz Investment Group Partners
Illinois
$1.13M +$7.96K +42 +0.7%
PF
179
Phoenix Financial
Israel
$1.12M -$138K -726 -11%
BCA
180
Bray Capital Advisors
Florida
$1.1M -$16.1K -85 -1%
NG
181
Northstar Group
New York
$1.09M +$33.9K +179 +3%
RJT
182
Raymond James Trust
Florida
$1.09M -$22.7K -120 -2%
MFFIA
183
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.08M -$253K -1,334 -19%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$1.08M -$345K -1,822 -25%
CFO
185
CVA Family Office
Colorado
$1.07M +$17.1K +90 +2%
WCM
186
Windham Capital Management
Massachusetts
$1.05M +$96.5K +509 +10%
KA
187
Kovack Advisors
Florida
$1.04M +$55.7K +294 +6%
CAMG
188
CWA Asset Management Group
Florida
$1.03M +$620K +3,272 +160%
SC
189
Sierra Capital
Florida
$1.01M -$1.69M -8,898 -63%
CFD
190
Creative Financial Designs
Indiana
$1.01M +$98.2K +518 +11%
SM
191
Sweeney & Michel
California
$986K +$976K +5,151 New
GT
192
Glenmede Trust
Pennsylvania
$979K -$20.1K -106 -2%
FFN
193
Focus Financial Network
Minnesota
$976K +$290K +1,528 +43%
KPWS
194
Kestra Private Wealth Services
Texas
$975K -$33.7K -178 -3%
WAM
195
WNY Asset Management
New York
$975K -$3.36M -17,736 -78%
ACA
196
Atlas Capital Advisors
Wyoming
$960K +$84.3K +445 +10%
BF
197
BOK Financial
Oklahoma
$958K -$183K -968 -16%
Jane Street
198
Jane Street
New York
$952K +$932K +4,917 New
LIM
199
Leavell Investment Management
Alabama
$940K -$117K -618 -11%
BFG
200
Bleakley Financial Group
New Jersey
$939K -$565K -2,983 -38%

VDC Hedge Fund Activity: Q1 2023 in Review

536 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2023, worth a combined $2.92B — down 13% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VDC positions and 43 closed out — a net gain of 10 holders — while 178 added to existing stakes and 187 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $72.2M. The largest seller was ALPS Advisors, exiting entirely with an estimated $13.7M sold.

  • 536 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2023, down from 542 in Q4 2022.
  • Funds reported $2.92B of Vanguard Consumer Staples ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 53 funds opened new Vanguard Consumer Staples ETF positions in Q1 2023 and 43 closed out, a net change of +10 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $72.2M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2023 was ALPS Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2023.