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Vanguard Consumer Staples ETF

252 hedge funds and large institutions have $1.58B invested in Vanguard Consumer Staples ETF in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 80 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $1.21M

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.4% more ownership

Funds ownership: 40.11%41.51% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 80

1% more funds holding

Funds holding: 250252 (+2)

1% less capital invested

Capital invested by funds: $1.59B → $1.58B (-$10.9M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
32
Increased
87
Reduced
80
Closed
29
Calls
$3.27M
Puts
$1.21M
Net Calls
+$2.06M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
201
First Command Bank
Texas
$45.5K +$47.4K +334 New
FCFS
202
First Command Financial Services
Texas
$45K +$47.4K +334 New
HWP
203
Hefty Wealth Partners
Indiana
$44K +$46.2K +326 New
BWP
204
Baldwin Wealth Partners
Massachusetts
$41K
KF
205
Krilogy Financial
Missouri
$41K +$284 +2 +0.7%
NWM
206
Northwest Wealth Management
Iowa
$41K +$42.5K +300 New
SWM
207
SeaCrest Wealth Management
New York
$38K
HR
208
Howe & Rusling
New York
$38K +$39.1K +276 New
IWM
209
IHT Wealth Management
Illinois
$37K -$4.39K -31 -10%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$36K -$22.3K -157 -37%
CFD
211
Creative Financial Designs
Indiana
$35K -$167K -1,178 -82%
CTB
212
Country Trust Bank
Illinois
$34K
AWA
213
Acorn Wealth Advisors
Michigan
$34K +$36.2K +255 New
PA
214
Parallel Advisors
California
$30K +$7.8K +55 +34%
1IA
215
1834 Investment Advisors
Wisconsin
$29K +$142 +1 +0.5%
NSIM
216
North Star Investment Management
Illinois
$28K
JFA
217
JNBA Financial Advisors
Minnesota
$27K
LFA
218
Legacy Financial Advisors
Kentucky
$27K
YWP
219
YorkBridge Wealth Partners
New York
$27K
PO
220
Private Ocean
California
$27K +$28.4K +200 New
ACA
221
Atlas Capital Advisors
Wyoming
$23.1K +$24.1K +170 New
Bessemer Group
222
Bessemer Group
New Jersey
$23K
LYV
223
Live Your Vision
Pennsylvania
$23K
VDFA
224
Vickerman & Driscoll Financial Advisors
Washington
$23K +$4.82K +34 +26%
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$21K -$1.84K -13 -8%

VDC Hedge Fund Activity: Q1 2018 in Review

252 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2018, worth a combined $1.58B — down 0.69% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VDC positions and 29 closed out — a net gain of 3 holders — while 87 added to existing stakes and 80 trimmed.

The largest buyer was Bank of America, adding an estimated $212M. The largest seller was Edmond de Rothschild Holding, cutting an estimated $36.6M.

  • 252 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2018, up from 250 in Q4 2017.
  • Funds reported $1.58B of Vanguard Consumer Staples ETF stock for Q1 2018, down 0.69% quarter-over-quarter.
  • 32 funds opened new Vanguard Consumer Staples ETF positions in Q1 2018 and 29 closed out, a net change of +3 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2018 was Bank of America, an estimated $212M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2018 was Edmond de Rothschild Holding, an estimated $36.6M sold.

Based on aggregated 13F filings for Q1 2018.