Vanguard Consumer Staples ETF
552 hedge funds and large institutions have $2.82B invested in Vanguard Consumer Staples ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 172 increasing their positions, 196 reducing their positions, and 56 closing their positions.
199% more call options, than puts
Call options by funds: $2M | Put options by funds: $668K
27% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 56
1% more funds holding
Funds holding: 545 → 552 (+7)
2.45% less ownership
Funds ownership: 48.79% → 46.34% (-2.5%)
8% less capital invested
Capital invested by funds: $3.07B → $2.82B (-$251M)
12% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 196
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$17M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.1M |
| 4 |
JP Morgan Chase
New York
|
+$7.48M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$189M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$86.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$50.9M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$14.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11.9M |
VDC Hedge Fund Activity: Q4 2023 in Review
552 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2023, worth a combined $2.82B — down 8.2% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new VDC positions and 56 closed out — a net gain of 15 holders — while 172 added to existing stakes and 196 trimmed.
The largest buyer was Morningstar Investment Services, adding an estimated $17M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $189M.
- 552 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2023, up from 545 in Q3 2023.
- Funds reported $2.82B of Vanguard Consumer Staples ETF stock for Q4 2023, down 8.2% quarter-over-quarter.
- 71 funds opened new Vanguard Consumer Staples ETF positions in Q4 2023 and 56 closed out, a net change of +15 holders.
- The largest Vanguard Consumer Staples ETF buyer in Q4 2023 was Morningstar Investment Services, an estimated $17M added.
- The largest Vanguard Consumer Staples ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $189M sold.
Based on aggregated 13F filings for Q4 2023.