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Vanguard Consumer Staples ETF

126 hedge funds and large institutions have $626M invested in Vanguard Consumer Staples ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

115% more call options, than puts

Call options by funds: $823K | Put options by funds: $383K

25% more capital invested

Capital invested by funds: $500M → $626M (+$126M)

8% more funds holding

Funds holding: 117126 (+9)

2.88% more ownership

Funds ownership: 30.07%32.95% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
3.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
16
Increased
36
Reduced
38
Closed
6
Calls
$823K
Puts
$383K
Net Calls
+$440K
Net Calls Change
+$2.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$201M +$11M +96,439 +6%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$91.1M +$89.5M +786,290 New
MAA
3
Managed Account Advisors
New Jersey
$54.2M +$21.2M +186,437 +66%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$38.9M +$8.8M +77,304 +30%
Morgan Stanley
5
Morgan Stanley
New York
$34.6M -$501K -4,396 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$16.9M +$1.71M +15,005 +11%
Wells Fargo
7
Wells Fargo
California
$15.6M +$1.02M +8,936 +7%
U
8
UBS
Switzerland
$13.4M -$148K -1,301 -1%
LPL Financial
9
LPL Financial
California
$13.4M -$115K -1,012 -0.9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$10.6M +$238K +2,088 +2%
EC
11
Estate Counselors
Wisconsin
$9.48M
CS
12
Credit Suisse
Switzerland
$9.05M +$8.63M +75,786 +3,277%
DADC
13
D.A. Davidson & Co
Montana
$7.11M
RW
14
Rand Wealth
Maryland
$6.69M +$26K +228 +0.4%
B
15
Bailard
California
$6.09M +$192K +1,685 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.75M +$3.44M +30,190 +155%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.75M -$370K -3,247 -7%
ASN
18
Advisory Services Network
Georgia
$4.58M +$105K +919 +2%
TH
19
Timber Hill
Connecticut
$4.55M +$4.48M +39,305 New
SG Americas Securities
20
SG Americas Securities
New York
$4.23M -$3.03M -26,576 -42%
TRCT
21
Tower Research Capital (TRC)
New York
$4.12M -$4.61M -40,492 -53%
MAS
22
Madden Advisory Services
Florida
$3.97M -$398K -3,495 -9%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.3M +$197K +1,731 +6%
CA
24
Cetera Advisors
Colorado
$2.99M -$166K -1,461 -5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.88M -$94.5K -830 -3%

VDC Hedge Fund Activity: Q2 2014 in Review

126 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q2 2014, worth a combined $626M — up 25% from $500M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VDC positions and 6 closed out — a net gain of 10 holders — while 36 added to existing stakes and 38 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $89.5M. The largest seller was Fidelity Investments, cutting an estimated $20.6M.

  • 126 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q2 2014, up from 117 in Q1 2014.
  • Funds reported $626M of Vanguard Consumer Staples ETF stock for Q2 2014, up 25% quarter-over-quarter.
  • 16 funds opened new Vanguard Consumer Staples ETF positions in Q2 2014 and 6 closed out, a net change of +10 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q2 2014 was 1832 Asset Management, an estimated $89.5M added.
  • The largest Vanguard Consumer Staples ETF seller in Q2 2014 was Fidelity Investments, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2014.