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Vanguard Consumer Staples ETF
VDC

469 hedge funds and large institutions have $3.07B invested in Vanguard Consumer Staples ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 162 increasing their positions, 110 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

439% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 18

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

47% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 110

20% more capital invested

Capital invested by funds: $2.55B → $3.07B (+$522M)

18% more funds holding

Funds holding: 399 → 469 (+70)

3.86% more ownership

Funds ownership: 44.6% → 48.46% (+3.9%)

17% less call options, than puts

Call options by funds: $1M | Put options by funds: $1.2M

Holders
469
Holders Change
+70
Holders Change %
+17.54%
% of All Funds
7.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
97
Increased
162
Reduced
110
Closed
18
Calls
$1M
Puts
$1.2M
Net Calls
-$199K
Net Calls Change
+$411K

Top Buyers

1
WFA
Wellspring Financial Advisors
Ohio
+$149M
2
Prudential Financial
Prudential Financial
New Jersey
+$92.4M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$69.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.7M
5
EDRH
Edmond de Rothschild Holding
Switzerland
+$10.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$50.4M
2
Citigroup
Citigroup
New York
-$32.9M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.26M
4
BHB
Bank Hapoalim BM
Israel
-$5.65M
5
MIM
Morningstar Investment Management
Illinois
-$4.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
201
Newman Dignan & Sheerar Inc
Rhode Island
$744K -$39.8K -211 -5%
CS
202
Comerica Securities
Michigan
$743K +$112K +595 +19%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$729K +$687K +3,644 New
HCWM
204
Harrison & Co Wealth Management
Virginia
$709K +$669K +3,549 New
LS
205
Leelyn Smith
Illinois
$706K – – –
PWP
206
Principle Wealth Partners
Connecticut
$705K -$9.99K -53 -1%
IFWM
207
Institute for Wealth Management
Colorado
$702K -$23.2K -123 -3%
WCM
208
Windham Capital Management
Massachusetts
$700K – – –
EA
209
Eudaimonia Advisors
Tennessee
$700K +$660K +3,501 New
GCP
210
GSA Capital Partners
United Kingdom
$691K -$30.5K -162 -4%
MCM
211
MAI Capital Management
Ohio
$691K +$651K +3,455 New
SWM
212
Spire Wealth Management
Virginia
$690K +$78.8K +418 +14%
AWM
213
Avondale Wealth Management
Texas
$688K +$94.2K +500 +17%
EH
214
Equitable Holdings
New York
$687K -$2.45K -13 -0.4%
SG
215
StoneX Group
New York
$684K +$23.6K +125 +4%
SSWM
216
Sheets Smith Wealth Management
North Carolina
$683K – – –
LWM
217
Laidlaw Wealth Management
New York
$679K -$64.6K -343 -9%
RCA
218
Ranch Capital Advisors
Florida
$670K -$188 -1 -0%
MWM
219
Marion Wealth Management
Pennsylvania
$661K +$623K +3,305 New
BAM
220
Belpointe Asset Management
Nevada
$647K -$69.3K -368 -10%
GTAM
221
Global Trust Asset Management
Florida
$636K +$345K +1,831 +136%
AAM
222
Autus Asset Management
Arizona
$630K -$27.3K -145 -4%
CG
223
Caprock Group
Idaho
$628K – – –
CIM
224
Corbyn Investment Management
Maryland
$628K +$87.6K +465 +17%
BRC
225
Bell Rock Capital
Delaware
$628K +$589K +3,125 New
7 8
9
10 11

VDC Hedge Fund Activity: Q4 2021 in Review

469 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2021, worth a combined $3.07B — up 20% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VDC positions and 18 closed out — a net gain of 79 holders — while 162 added to existing stakes and 110 trimmed.

The largest buyer was Wellspring Financial Advisors, adding an estimated $149M. The largest seller was Bank of America, cutting an estimated $50.4M.

  • 469 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2021, up from 399 in Q3 2021.
  • Funds reported $3.07B of Vanguard Consumer Staples ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 97 funds opened new Vanguard Consumer Staples ETF positions in Q4 2021 and 18 closed out, a net change of +79 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2021 was Wellspring Financial Advisors, an estimated $149M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2021 was Bank of America, an estimated $50.4M sold.

Based on aggregated 13F filings for Q4 2021.