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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
SS
201
Simplicity Solutions
Minnesota
$939K +$920K +4,853 New
IA
202
IFP Advisors
Florida
$935K -$47.6K -251 -3%
PA
203
Parallel Advisors
California
$934K +$750K +3,958 +455%
CFGS
204
Concourse Financial Group Securities
Alabama
$927K -$199K -1,050 -18%
MWM
205
Marion Wealth Management
Pennsylvania
$922K +$54.8K +289 +6%
Bank of New York Mellon
206
Bank of New York Mellon
New York
$910K -$12.3K -65 -1%
IFG
207
Independent Financial Group
California
$905K +$43.6K +230 +5%
BCP
208
Berkeley Capital Partners
Georgia
$886K -$5.69K -30 -0.7%
GFS
209
GYL Financial Synergies
Connecticut
$875K +$857K +4,521 New
SPC
210
Sigma Planning Corp
Michigan
$870K -$46.6K -246 -5%
AM
211
AGF Management
Ontario, Canada
$857K +$30.3K +160 +4%
MWM
212
Mission Wealth Management
California
$843K +$146K +770 +21%
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$839K -$39K -206 -5%
SL
214
Salomon & Ludwin
Virginia
$832K -$379 -2 -0%
Neuberger Berman Group
215
Neuberger Berman Group
New York
$825K +$16.1K +85 +2%
MSAM
216
Moloney Securities Asset Management
Missouri
$794K -$14K -74 -2%
DAS
217
Dynamic Advisor Solutions
Arizona
$791K +$3.98K +21 +0.5%
SC
218
Savant Capital
Illinois
$790K +$262K +1,382 +51%
UCFA
219
United Capital Financial Advisors
Texas
$789K -$116K -613 -13%
EW
220
Evoke Wealth
California
$773K
MCM
221
MAI Capital Management
Ohio
$765K +$2.84K +15 +0.4%
EH
222
Equitable Holdings
New York
$764K +$33.9K +179 +5%
BWM
223
Birchcreek Wealth Management
Ohio
$760K -$62.2K -328 -8%
ODIJL
224
One Day In July LLC
Vermont
$747K +$35.1K +185 +5%
IWC
225
Integrated Wealth Concepts
Massachusetts
$744K +$152K +802 +26%

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.