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Vanguard Consumer Staples ETF

537 hedge funds and large institutions have $3.05B invested in Vanguard Consumer Staples ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 179 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $856K

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

4% more capital invested

Capital invested by funds: $2.92B → $3.05B (+$131M)

0% more funds holding

Funds holding: 536537 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.72% less ownership

Funds ownership: 47.24%46.52% (-0.72%)

8% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 179

Holders
537
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.43%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
37
Increased
165
Reduced
179
Closed
33
Calls
$2.37M
Puts
$856K
Net Calls
+$1.51M
Net Calls Change
-$905K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
201
Sweeney & Michel
California
$1.02M +$3.91K +20 +0.4%
TVWM
202
Tower View Wealth Management
Wisconsin
$1.01M -$146K -748 -13%
Betterment LLC
203
Betterment LLC
New York
$1M +$335K +1,717 +50%
TFGT
204
TS Financial Group (TSFG)
Illinois
$997K -$268K -1,373 -21%
KPWS
205
Kestra Private Wealth Services
Texas
$986K +$5.67K +29 +0.6%
GT
206
Glenmede Trust
Pennsylvania
$979K
CFGS
207
Concourse Financial Group Securities
Alabama
$957K +$19K +97 +2%
FIS
208
Fischer Investment Strategies
California
$954K +$958K +4,905 New
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$946K +$106K +544 +12%
MWM
210
Marion Wealth Management
Pennsylvania
$938K +$12.5K +64 +1%
GFS
211
GYL Financial Synergies
Connecticut
$927K +$48.5K +248 +5%
PA
212
Parallel Advisors
California
$924K -$14.7K -75 -2%
WAM
213
WNY Asset Management
New York
$923K -$57.6K -295 -6%
BF
214
BOK Financial
Oklahoma
$908K -$54.3K -278 -6%
Bank of New York Mellon
215
Bank of New York Mellon
New York
$900K -$14.3K -73 -2%
BCP
216
Berkeley Capital Partners
Georgia
$899K +$8.99K +46 +1%
AM
217
AGF Management
Ontario, Canada
$886K +$25.4K +130 +3%
ACM
218
Advisors Capital Management
New Jersey
$879K +$133K +682 +18%
SC
219
Savant Capital
Illinois
$860K +$67.2K +344 +8%
LIM
220
Leavell Investment Management
Alabama
$852K -$98.9K -506 -10%
SPC
221
Sigma Planning Corp
Michigan
$839K -$35.2K -180 -4%
SL
222
Salomon & Ludwin
Virginia
$836K -$195 -1 -0%
Neuberger Berman Group
223
Neuberger Berman Group
New York
$829K
BWM
224
Birchcreek Wealth Management
Ohio
$816K +$52.4K +268 +7%
DAS
225
Dynamic Advisor Solutions
Arizona
$813K +$18.4K +94 +2%

VDC Hedge Fund Activity: Q2 2023 in Review

537 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2023, worth a combined $3.05B — up 4.5% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VDC positions and 33 closed out — a net gain of 4 holders — while 165 added to existing stakes and 179 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $67.7M. The largest seller was Resources Management Corp, cutting an estimated $39M.

  • 537 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2023, up from 536 in Q1 2023.
  • Funds reported $3.05B of Vanguard Consumer Staples ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 37 funds opened new Vanguard Consumer Staples ETF positions in Q2 2023 and 33 closed out, a net change of +4 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $67.7M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2023 was Resources Management Corp, an estimated $39M sold.

Based on aggregated 13F filings for Q2 2023.