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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
CFO
176
CVA Family Office
Colorado
$1.12M -$5.14K -28 -0.5%
Charles Schwab
177
Charles Schwab
California
$1.11M -$204K -1,113 -16%
ACA
178
Atlas Capital Advisors
Wyoming
$1.1M +$97.1K +529 +10%
GWM
179
GSB Wealth Management
Connecticut
$1.09M -$105K -572 -9%
RFA
180
ROI Financial Advisors
Oregon
$1.08M +$1.04M +5,659 New
RJT
181
Raymond James Trust
Florida
$1.08M – – –
MFFIA
182
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.07M +$367 +2 +0%
CWM
183
Congress Wealth Management
Massachusetts
$1.06M +$1.02M +5,560 New
SIAG
184
Safeguard Investment Advisory Group
California
$1.05M -$224K -1,222 -18%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$1.03M – – –
NG
186
Northstar Group
New York
$1.03M -$36.9K -201 -4%
BCMLT
187
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.02M -$267K -1,457 -21%
P
188
Pariax
California
$1.02M – – –
HF
189
HRT Financial
New York
$1.01M +$287K +1,566 +42%
WCM
190
Windham Capital Management
Massachusetts
$1.01M -$125K -684 -11%
IAN
191
Integrated Advisors Network
Texas
$998K +$959K +5,227 New
BCA
192
Bray Capital Advisors
Florida
$987K -$2.75K -15 -0.3%
TLP
193
Trinity Legacy Partners
Texas
$976K +$15.8K +86 +2%
RGF
194
Retirement Guys Formula
Ohio
$975K +$259K +1,414 +38%
GT
195
Glenmede Trust
Pennsylvania
$966K – – –
Renaissance Technologies
196
Renaissance Technologies
New York
$955K +$917K +5,000 New
GFS
197
GYL Financial Synergies
Connecticut
$940K +$16.5K +90 +2%
CKAIS
198
Christensen King & Associates Investment Services
Washington
$937K +$900K +4,908 New
TVWM
199
Tower View Wealth Management
Wisconsin
$930K +$9.36K +51 +1%
CCM
200
Consolidated Capital Management
California
$884K +$415K +2,261 +95%
6 7
8
9 10

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.