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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
Bank of America
1
Bank of America
North Carolina
$820M -$50.4M -267,585 -6%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$207M +$9.57M +50,774 +5%
Bessemer Group
3
Bessemer Group
New Jersey
$176M +$1.1M +5,845 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$121M -$2.61M -13,839 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$106M +$11.7M +62,343 +13%
Prudential Financial
6
Prudential Financial
New Jersey
$98.3M +$92.4M +490,481 +33,298%
MIM
7
Morningstar Investment Management
Illinois
$83.7M -$4.87M -25,836 -6%
LPL Financial
8
LPL Financial
California
$80M +$2.12M +11,268 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
9
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$74.2M +$69.9M +371,000 New
Osaic Holdings
10
Osaic Holdings
Arizona
$73.9M +$7.67M +40,718 +12%
AAS
11
Ameritas Advisory Services
Nebraska
$57.7M +$54.4M +288,486 New
UBS Group
12
UBS Group
Switzerland
$46.7M +$141K +747 +0.3%
Wells Fargo
13
Wells Fargo
California
$45.8M +$5M +26,520 +13%
Ameriprise
14
Ameriprise
Minnesota
$45.1M +$1.72M +9,110 +4%
MIS
15
Morningstar Investment Services
Illinois
$38.3M +$614K +3,258 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$37.5M +$1.94M +10,319 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$34.3M +$385K +2,041 +1%
PCA
18
Personal Capital Advisors
California
$34.2M +$1.35M +7,146 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$28.4M -$6.26M -33,213 -19%
IC
20
Iconiq Capital
California
$23.7M +$8.06M +42,755 +56%
EGWAG
21
Elwood & Goetz Wealth Advisory Group
Georgia
$23.6M +$605K +3,210 +3%
KAS
22
Kestra Advisory Services
Texas
$21.8M +$980K +5,203 +5%
MAM
23
Marotta Asset Management
Virginia
$21.4M +$262K +1,392 +1%
FSC
24
Full Sail Capital
Oklahoma
$21.3M +$1.81M +9,618 +10%
RFM
25
Royal Fund Management
Florida
$19.8M +$901K +4,783 +5%
1
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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.