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Vanguard Consumer Staples ETF
VDC

301 hedge funds and large institutions have $2.19B invested in Vanguard Consumer Staples ETF in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

36% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 83

15% more capital invested

Capital invested by funds: $1.9B → $2.19B (+$293M)

3% more funds holding

Funds holding: 293 → 301 (+8)

0.03% more ownership

Funds ownership: 48.3% → 48.33% (+0.03%)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
301
Holders Change
+8
Holders Change %
+2.73%
% of All Funds
6.52%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.19%
New
39
Increased
113
Reduced
83
Closed
26
Calls
$4.25M
Puts
–
Net Calls
+$4.25M
Net Calls Change
+$3.92M

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$122M
2
NFC
Northeast Financial Consultants
Connecticut
+$61.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.5M
4
Bank of America
Bank of America
North Carolina
+$6.1M
5
AIC
Ameritas Investment Company
Nebraska
+$5.64M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$99.8M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$21.2M
3
MIH
Madison Investment Holdings
Wisconsin
-$6.33M
4
Morgan Stanley
Morgan Stanley
New York
-$5.59M
5
NSLI
Nan Shan Life Insurance
Taiwan
-$4.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
201
Northstar Wealth Partners
Connecticut
$249K -$196K -1,410 -45%
WPC
202
Waters Parkerson & Co
Louisiana
$242K – – –
US Bancorp
203
US Bancorp
Minnesota
$238K – – –
JCM
204
Jacobi Capital Management
Pennsylvania
$234K +$1.11K +8 +0.5%
ACM
205
Ategra Capital Management
Virginia
$233K +$223K +1,605 New
TA
206
Tiedemann Advisors
New York
$230K – – –
PPCM
207
Pillar Pacific Capital Management
California
$228K +$5.55K +40 +3%
I
208
IberiaBank
Louisiana
$227K – – –
LIM
209
Leavell Investment Management
Alabama
$225K +$215K +1,550 New
BFO
210
Boston Family Office
Massachusetts
$224K – – –
FCFC
211
First Commonwealth Financial Corp
Pennsylvania
$223K – – –
RMAM
212
Raab & Moskowitz Asset Management
New Jersey
$219K +$210K +1,510 New
HI
213
Hudock Inc
Pennsylvania
$218K -$24.7K -178 -11%
PAS
214
Park Avenue Securities
New York
$217K +$208K +1,500 New
WWM
215
Western Wealth Management
Colorado
$211K -$383K -2,764 -66%
SCM
216
Schnieders Capital Management
California
$203K +$194K +1,400 New
TVWM
217
Tower View Wealth Management
Wisconsin
$196K -$1.39K -10 -0.7%
FNBOSM
218
First National Bank of South Miami
Florida
$190K – – –
HNB
219
Huntington National Bank
Ohio
$169K – – –
CBT
220
Capital Bank & Trust
California
$167K – – –
FANJ
221
Financial Architects (New Jersey)
New Jersey
$167K +$832 +6 +0.5%
HIIFS
222
Harel Insurance Investments & Financial Services
Israel
$166K – – –
CFA
223
Carroll Financial Associates
North Carolina
$151K -$2.5K -18 -2%
DOA
224
D'Orazio & Associates
Virginia
$144K +$694 +5 +0.5%
BWA
225
BDO Wealth Advisors
Florida
$143K -$10.4K -75 -7%
7 8
9
10 11

VDC Hedge Fund Activity: Q1 2019 in Review

301 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2019, worth a combined $2.19B — up 15% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VDC positions and 26 closed out — a net gain of 13 holders — while 113 added to existing stakes and 83 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $122M. The largest seller was Ameriprise, cutting an estimated $99.8M.

  • 301 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2019, up from 293 in Q4 2018.
  • Funds reported $2.19B of Vanguard Consumer Staples ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 39 funds opened new Vanguard Consumer Staples ETF positions in Q1 2019 and 26 closed out, a net change of +13 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $122M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2019 was Ameriprise, an estimated $99.8M sold.

Based on aggregated 13F filings for Q1 2019.