We are live on ! Find out more
VDC icon

Vanguard Consumer Staples ETF
VDC

574 hedge funds and large institutions have $2.96B invested in Vanguard Consumer Staples ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 175 increasing their positions, 198 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $983K | Put options by funds: $388K

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

5% more funds holding

Funds holding: 549 → 574 (+25)

0% less capital invested

Capital invested by funds: $2.97B → $2.96B (-$1.64M)

1.38% less ownership

Funds ownership: 48.55% → 47.18% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 198

Holders
574
Holders Change
+25
Holders Change %
+4.55%
% of All Funds
8.27%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
66
Increased
175
Reduced
198
Closed
35
Calls
$983K
Puts
$388K
Net Calls
+$595K
Net Calls Change
-$732K

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$150M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$69.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$39.4M
4
MIM
Morningstar Investment Management
Illinois
+$38.9M
5
AWS
Atria Wealth Solutions
New York
+$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$323M
2
Morgan Stanley
Morgan Stanley
New York
-$164M
3
MIS
Morningstar Investment Services
Illinois
-$18.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$13.5M
5
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$750M -$323M -1,644,625 -31%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$161M +$150M +764,187 +2,546%
Morgan Stanley
3
Morgan Stanley
New York
$140M -$164M -832,759 -55%
LPL Financial
4
LPL Financial
California
$134M -$1.28M -6,493 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$105M +$69.8M +355,412 +223%
CFGSD
6
Compass Financial Group (South Dakota)
South Dakota
$90.4M +$1.18M +6,010 +1%
MIM
7
Morningstar Investment Management
Illinois
$83.6M +$38.9M +197,921 +94%
UBS Group
8
UBS Group
Switzerland
$74.7M +$5.11K +26 +0%
Wells Fargo
9
Wells Fargo
California
$69.9M +$4.78M +24,338 +8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$47.9M -$4.99M -25,425 -10%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$45.8M +$39.4M +200,830 +855%
PCH
12
PGIM Custom Harvest
New Jersey
$43.5M +$3.8M +19,359 +10%
Osaic Holdings
13
Osaic Holdings
Arizona
$40.4M +$846K +4,309 +2%
Empower Advisory Group
14
Empower Advisory Group
Colorado
$40.4M -$280K -1,425 -0.7%
Ameriprise
15
Ameriprise
Minnesota
$34.5M -$2.29M -11,634 -6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$33.6M -$13.5M -68,592 -29%
IC
17
Iconiq Capital
California
$28.3M +$92.5K +471 +0.3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$27.2M +$874K +4,448 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$24.7M -$11.2M -57,132 -32%
CAN
20
Cetera Advisor Networks
California
$24.7M +$9.83M +50,059 +71%
Truist Financial
21
Truist Financial
North Carolina
$22.2M +$1.16M +5,922 +6%
MAM
22
Marotta Asset Management
Virginia
$21.3M -$229K -1,167 -1%
JP Morgan Chase
23
JP Morgan Chase
New York
$20.5M -$3.02M -15,386 -13%
Stifel Financial
24
Stifel Financial
Missouri
$20.1M +$342K +1,742 +2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$18.7M +$1.03M +5,247 +6%
1
2 3 4 5

VDC Hedge Fund Activity: Q1 2024 in Review

574 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q1 2024, worth a combined $2.96B — down 0.06% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VDC positions and 35 closed out — a net gain of 31 holders — while 175 added to existing stakes and 198 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $150M. The largest seller was Bank of America, cutting an estimated $323M.

  • 574 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q1 2024, up from 549 in Q4 2023.
  • Funds reported $2.96B of Vanguard Consumer Staples ETF stock for Q1 2024, down 0.06% quarter-over-quarter.
  • 66 funds opened new Vanguard Consumer Staples ETF positions in Q1 2024 and 35 closed out, a net change of +31 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $150M added.
  • The largest Vanguard Consumer Staples ETF seller in Q1 2024 was Bank of America, an estimated $323M sold.

Based on aggregated 13F filings for Q1 2024.