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Vanguard Consumer Staples ETF

631 hedge funds and large institutions have $3.61B invested in Vanguard Consumer Staples ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 215 increasing their positions, 204 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 34

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

18% more capital invested

Capital invested by funds: $3.07B → $3.61B (+$539M)

5% more funds holding

Funds holding: 600631 (+31)

5% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 204

0.7% more ownership

Funds ownership: 44.9%45.6% (+0.7%)

Holders
631
Holders Change
+31
Holders Change %
+5.17%
% of All Funds
8.31%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
80
Increased
215
Reduced
204
Closed
34
Calls
$444K
Puts
Net Calls
+$444K
Net Calls Change
+$771K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$728M +$9.63M +44,421 +1%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$613M +$145K +668 +30%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$151M -$3.7M -17,063 -2%
LPL Financial
4
LPL Financial
California
$149M +$3.27M +15,084 +2%
Morgan Stanley
5
Morgan Stanley
New York
$131M -$8.52M -39,306 -6%
CFGSD
6
Compass Financial Group (South Dakota)
South Dakota
$96.8M +$1.16M +5,338 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$95.4M -$4.4M -20,329 -4%
UBS Group
8
UBS Group
Switzerland
$82.8M +$5.8M +26,769 +7%
PCH
9
PGIM Custom Harvest
New Jersey
$79.6M +$16.9M +78,193 +26%
MIM
10
Morningstar Investment Management
Illinois
$78.9M -$3.03M -13,972 -4%
Wells Fargo
11
Wells Fargo
California
$75.8M +$4.61M +21,255 +6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$52.3M +$3.33M +15,389 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$45.7M +$161K +745 +0.3%
Empower Advisory Group
14
Empower Advisory Group
Colorado
$42.1M +$463K +2,139 +1%
Ameriprise
15
Ameriprise
Minnesota
$37.9M -$439K -2,025 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$33.2M +$34.1M +157,210 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$30M -$632K -2,916 -2%
IC
18
Iconiq Capital
California
$29.8M +$327K +1,510 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$27M -$678K -3,127 -2%
Stifel Financial
20
Stifel Financial
Missouri
$26.9M +$609K +2,810 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$24.2M -$23.8M -109,627 -49%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$22.6M +$2.26M +10,431 +11%
Truist Financial
23
Truist Financial
North Carolina
$22.5M -$152K -702 -0.7%
JP Morgan Chase
24
JP Morgan Chase
New York
$20.8M -$609K -2,812 -3%
MAM
25
Marotta Asset Management
Virginia
$18.7M -$1.49M -6,892 -7%

VDC Hedge Fund Activity: Q4 2024 in Review

631 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Consumer Staples ETF (VDC) for Q4 2024, worth a combined $3.61B — up 18% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VDC positions and 34 closed out — a net gain of 46 holders — while 215 added to existing stakes and 204 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $16.9M. The largest seller was Morningstar Investment Services, cutting an estimated $25.4M.

  • 631 institutional investors held Vanguard Consumer Staples ETF (VDC) as of Q4 2024, up from 600 in Q3 2024.
  • Funds reported $3.61B of Vanguard Consumer Staples ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 80 funds opened new Vanguard Consumer Staples ETF positions in Q4 2024 and 34 closed out, a net change of +46 holders.
  • The largest Vanguard Consumer Staples ETF buyer in Q4 2024 was PGIM Custom Harvest, an estimated $16.9M added.
  • The largest Vanguard Consumer Staples ETF seller in Q4 2024 was Morningstar Investment Services, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2024.