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Vanguard Consumer Staples ETF

542 hedge funds and large institutions have $3.36B invested in Vanguard Consumer Staples ETF in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 216 increasing their positions, 131 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $1.09M

227% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 30

65% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 131

63% more funds holding in top 10

Funds holding in top 10: 1626 (+10)

31% more capital invested

Capital invested by funds: $2.56B → $3.36B (+$798M)

12% more funds holding

Funds holding: 485542 (+57)

1.11% more ownership

Funds ownership: 44.63%45.74% (+1.1%)

Holders
542
Holders Change
+57
Holders Change %
+11.75%
% of All Funds
8.71%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.42%
New
98
Increased
216
Reduced
131
Closed
30
Calls
$3.62M
Puts
$1.09M
Net Calls
+$2.53M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$952M -$35.2M -187,295 -4%
AWA
2
Arete Wealth Advisors
Illinois
$440M +$84.4K +449 +24%
Morgan Stanley
3
Morgan Stanley
New York
$143M -$25.7M -136,509 -15%
LPL Financial
4
LPL Financial
California
$100M +$3.44M +18,305 +4%
CFGSD
5
Compass Financial Group (South Dakota)
South Dakota
$80.3M +$78.8M +419,055 New
Wells Fargo
6
Wells Fargo
California
$65.3M +$3.36M +17,874 +6%
UBS Group
7
UBS Group
Switzerland
$63.6M +$5.76M +30,656 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$60.4M +$14.3M +75,996 +32%
Osaic Holdings
9
Osaic Holdings
Arizona
$54.9M +$10.3M +54,921 +24%
Ameriprise
10
Ameriprise
Minnesota
$51.7M +$7.13M +37,932 +16%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$46.9M +$42.6M +226,664 +1,261%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$46.5M +$742K +3,947 +2%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$42.2M +$12M +64,065 +41%
BA
14
BCM Advisors
Louisiana
$41.4M +$589K +3,131 +1%
PCA
15
Personal Capital Advisors
California
$36.5M +$950K +5,053 +3%
MIM
16
Morningstar Investment Management
Illinois
$34M -$14.5M -77,376 -30%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$29.4M -$2.75M -14,608 -9%
AWM
18
AE Wealth Management
Kansas
$26.9M +$467K +2,482 +2%
IC
19
Iconiq Capital
California
$26.8M +$351K +1,867 +1%
MIS
20
Morningstar Investment Services
Illinois
$26.1M -$228K -1,212 -0.9%
PCH
21
PGIM Custom Harvest
New Jersey
$25.1M +$24.6M +130,827 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$24.9M +$334K +1,774 +1%
BCMLT
23
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.2M +$1.88M +10,014 +9%
EGWAG
24
Elwood & Goetz Wealth Advisory Group
Georgia
$20.2M +$1.11M +5,898 +6%
KAS
25
Kestra Advisory Services
Texas
$19.5M -$940K -5,001 -5%

VDC Hedge Fund Activity: Q4 2022 in Review

542 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2022, worth a combined $3.36B — up 31% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VDC positions and 30 closed out — a net gain of 68 holders — while 216 added to existing stakes and 131 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $42.6M. The largest seller was Prudential Financial, cutting an estimated $97.4M.

  • 542 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2022, up from 485 in Q3 2022.
  • Funds reported $3.36B of Vanguard Consumer Staples ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 98 funds opened new Vanguard Consumer Staples ETF positions in Q4 2022 and 30 closed out, a net change of +68 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2022 was Beacon Capital Management Inc (Ohio), an estimated $42.6M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2022 was Prudential Financial, an estimated $97.4M sold.

Based on aggregated 13F filings for Q4 2022.