Vanguard Consumer Staples ETF
400 hedge funds and large institutions have $2.55B invested in Vanguard Consumer Staples ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 129 reducing their positions, and 26 closing their positions.
35% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 26
5% more capital invested
Capital invested by funds: $2.42B → $2.55B (+$129M)
2.2% more ownership
Funds ownership: 42.4% → 44.6% (+2.2%)
1% more funds holding
Funds holding: 398 → 400 (+2)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
4% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 129
42% less call options, than puts
Call options by funds: $842K | Put options by funds: $1.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$162M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$42.8M |
| 3 |
Citigroup
New York
|
+$31.3M |
| 4 |
Morgan Stanley
New York
|
+$22.1M |
| 5 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$111M |
| 2 |
IC
Iconiq Capital
San Francisco,
California
|
-$11M |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$7.91M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.74M |
| 5 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$3.58M |
VDC Hedge Fund Activity: Q3 2021 in Review
400 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q3 2021, worth a combined $2.55B — up 5.3% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VDC positions and 26 closed out — a net gain of 9 holders — while 124 added to existing stakes and 129 trimmed.
The largest buyer was Bessemer Group, adding an estimated $162M. The largest seller was Merit Financial Group, cutting an estimated $111M.
- 400 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q3 2021, up from 398 in Q2 2021.
- Funds reported $2.55B of Vanguard Consumer Staples ETF stock for Q3 2021, up 5.3% quarter-over-quarter.
- 35 funds opened new Vanguard Consumer Staples ETF positions in Q3 2021 and 26 closed out, a net change of +9 holders.
- The largest Vanguard Consumer Staples ETF buyer in Q3 2021 was Bessemer Group, an estimated $162M added.
- The largest Vanguard Consumer Staples ETF seller in Q3 2021 was Merit Financial Group, an estimated $111M sold.
Based on aggregated 13F filings for Q3 2021.