VDC Institutional Ownership
Vanguard Consumer Staples ETF
1W: -1.7%
1M: -5.3%
3M: -4.3%
YTD: +3.6%
1Y: +3.0%
3Y: +26.4%
5Y: +32.1%
$218.48
+0.77 (+0.35%)
Weekly Expected Move ±1.6%
$211
$215
$218
$222
$226
Overview
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Holdings
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Institutional Ownership — VDC
706
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
83
New Positions
214
Increased
261
Reduced
41
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (759 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 4,450,098 | $972M | +113,695 | +2.6% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 914,183 | $200M | +15,348 | +1.7% | 54Q | SEC ↗ |
| 3 | Wellspring Financial Advisors, LLC | 788,817 | $172M | -135 | -0.0% | 21Q | SEC ↗ |
| 4 | MORGAN STANLEY | 621,633 | $136M | +25,102 | +4.2% | 60Q | SEC ↗ |
| 5 | PGIM Custom Harvest LLC | 496,263 | $108M | +27,275 | +5.8% | 15Q | SEC ↗ |
| 6 | Compass Financial Group, INC/SD | 440,884 | $96M | -8,085 | -1.8% | 15Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 391,371 | $86M | -15,381 | -3.8% | 73Q | SEC ↗ |
| 8 | Beacon Capital Management, Inc. | 369,724 | $81M | -51,022 | -12.1% | 51Q | SEC ↗ |
| 9 | UBS Group AG | 326,457 | $71M | +10,724 | +3.4% | 47Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 274,055 | $60M | +6,054 | +2.3% | 27Q | SEC ↗ |
| 11 | Empower Advisory Group, LLC | 270,255 | $59M | +30,103 | +12.5% | 14Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 246,022 | $54M | -11,377 | -4.4% | 64Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 230,760 | $50M | +8,173 | +3.7% | 16Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 198,097 | $43M | +3,259 | +1.7% | 7Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 176,857 | $39M | -13,084 | -6.9% | 35Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 156,697 | $34M | +11,145 | +7.7% | 46Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 156,076 | $34M | -5,110 | -3.2% | 26Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 155,230 | $34M | +34,708 | +28.8% | 58Q | SEC ↗ |
| 19 | Ameritas Advisory Services, LLC | 140,086 | $31M | +46,307 | +49.4% | 19Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 137,333 | $30M | +32,590 | +31.1% | 67Q | SEC ↗ |
| 21 | Banque Transatlantique SA | 136,718 | $30M | +130,796 | +2208.6% | 2Q | SEC ↗ |
| 22 | Cerity Partners LLC | 108,434 | $24M | -16,529 | -13.2% | 15Q | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 107,763 | $24M | -1,049 | -1.0% | 30Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 102,314 | $22M | -22,822 | -18.2% | 45Q | SEC ↗ |
| 25 | Apollon Wealth Management, LLC | 84,745 | $19M | +4,495 | +5.6% | 7Q | SEC ↗ |
| 26 | Blankinship & Foster, LLC | 82,532 | $18M | +512 | +0.6% | 39Q | SEC ↗ |
| 27 | Lido Advisors, LLC | 81,934 | $18M | +1,970 | +2.5% | 40Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 80,183 | $18M | -5,380 | -6.3% | 24Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 79,106 | $17M | +8,321 | +11.8% | 43Q | SEC ↗ |
| 30 | Foundations Investment Advisors, LLC | 70,799 | $15M | +68,048 | +2473.6% | 13Q | SEC ↗ |
| 31 | PATRIOT INVESTMENT MANAGEMENT GROUP, I | 67,651 | $15M | -1,364 | -2.0% | 30Q | SEC ↗ |
| 32 | MERCER GLOBAL ADVISORS INC /ADV | 63,874 | $14M | -4,268 | -6.3% | 22Q | SEC ↗ |
| 33 | Marotta Asset Management | 62,451 | $14M | -6,211 | -9.0% | 13Q | SEC ↗ |
| 34 | Waverly Advisors, LLC | 61,849 | $14M | -1,514 | -2.4% | 10Q | SEC ↗ |
| 35 | KCM INVESTMENT ADVISORS LLC | 57,921 | $13M | +258 | +0.4% | 14Q | SEC ↗ |
| 36 | Janney Montgomery Scott LLC | 50,196 | $11M | +459 | +0.9% | 52Q | SEC ↗ |
| 37 | GOLDMAN SACHS GROUP INC | 49,952 | $11M | -8,612 | -14.7% | 15Q | SEC ↗ |
| 38 | SELDON CAPITAL LP | 47,593 | $10M | — | +0.0% | 19Q | SEC ↗ |
| 39 | Private Advisor Group, LLC | 45,640 | $10M | -4,429 | -8.8% | 51Q | SEC ↗ |
| 40 | Blackston Financial Advisory Group, LL | 44,628 | $10M | -419 | -0.9% | 6Q | SEC ↗ |
| 41 | TrueWealth Financial Partners | 44,159 | $10M | +1,073 | +2.5% | 2Q | SEC ↗ |
| 42 | CMH Wealth Management LLC | 41,650 | $9M | +1,119 | +2.8% | 33Q | SEC ↗ |
| 43 | Wealthspire Advisors, LLC | 38,953 | $9M | -258 | -0.7% | 20Q | SEC ↗ |
| 44 | Stratos Wealth Partners, LTD. | 38,721 | $8M | -678 | -1.7% | 44Q | SEC ↗ |
| 45 | Weitzel Financial Services, Inc. | 38,249 | $8M | -209 | -0.5% | 17Q | SEC ↗ |
| 46 | McIlrath & Eck, LLC | 38,061 | $8M | +1,166 | +3.2% | 9Q | SEC ↗ |
| 47 | MML INVESTORS SERVICES, LLC | 37,081 | $8M | +4,918 | +15.3% | 37Q | SEC ↗ |
| 48 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | 36,451 | $8M | +512 | +1.4% | 3Q | SEC ↗ |
| 49 | JONES FINANCIAL COMPANIES LLLP | 35,045 | $8M | +3,402 | +10.8% | 23Q | SEC ↗ |
| 50 | Greenline Partners, LLC | 32,958 | $7M | +2,478 | +8.1% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Horizon Investments, LLC | 17,703 | $4M |
| Royal Fund Management, LLC | 15,568 | $3M |
| HRT FINANCIAL LP | 14,696 | $3M |
| Empowered Funds, LLC | 13,018 | $3M |
| Simplicity Wealth,LLC | 9,198 | $2M |
| CITADEL ADVISORS LLC | 8,361 | $2M |
| Global Retirement Partners, LLC | 4,128 | $902K |
| Canvas Wealth Advisors, LLC | 4,095 | $895K |
| Sixth Street Partners Management Co | 3,224 | $704K |
| CAXTON ASSOCIATES LLP | 2,907 | $635K |
| Coppell Advisory Solutions LLC | 2,799 | $612K |
| PRAIRIE ADVISORY, LLC | 2,796 | $611K |
| FIRST AMERICAN TRUST, FSB | 2,756 | $602K |
| Freestone Capital Holdings, LLC | 2,512 | $549K |
| NORTHSTAR ASSET MANAGEMENT Co | 2,325 | $508K |
| Diversify Advisory Services, LLC | 2,266 | $495K |
| Bayshore Capital Advisors, LLC | 2,140 | $468K |
| Composition Wealth, LLC | 2,039 | $445K |
| Carolina Wealth Management Inc | 1,946 | $425K |
| C2P Capital Advisory Group, LLC d.b | 1,890 | $413K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 41,754 | $9M |
| Kinloch Capital, LLC | 29,235 | $6M |
| CORDA Investment Management, LLC. | 24,542 | $5M |
| Matthew Goff Investment Advisor, LL | 16,252 | $4M |
| KINGSWOOD WEALTH ADVISORS, LLC | 13,740 | $3M |
| Chevy Chase Trust Holdings, LLC | 8,629 | $2M |
| Hilltop Holdings Inc. | 7,834 | $2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 7,777 | $2M |
| Y-Intercept (Hong Kong) Ltd | 7,449 | $2M |
| NOMURA ASSET MANAGEMENT CO LTD | 7,000 | $2M |
| Phoenix Financial Ltd. | 5,137 | $1M |
| Stratos Wealth Advisors, LLC | 4,603 | $1M |
| Axiom Financial Strategies, LLC | 4,383 | $958K |
| FFG RETIREMENT ADVISORS LLC | 4,305 | $941K |
| Blue Chip Partners, LLC | 3,811 | $833K |
| Berkeley Capital Partners, LLC | 3,100 | $677K |
| GTS SECURITIES LLC | 2,993 | $654K |
| Arete Wealth Advisors, LLC | 2,597 | $567K |
| GSA CAPITAL PARTNERS LLP | 2,528 | $552K |
| EVOKE WEALTH, LLC | 2,250 | $492K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Banque Transatlantique SA | +130,796 | +2208.6% | 136,718 |
| BANK OF AMERICA CORP /DE | +113,695 | +2.6% | 4,450,098 |
| Foundations Investment Advisors, LL | +68,048 | +2473.6% | 70,799 |
| Ameritas Advisory Services, LLC | +46,307 | +49.4% | 140,086 |
| Cambridge Investment Research Advis | +34,708 | +28.8% | 155,230 |
| ROYAL BANK OF CANADA | +32,590 | +31.1% | 137,333 |
| Empower Advisory Group, LLC | +30,103 | +12.5% | 270,255 |
| Mosley Wealth Management | +28,109 | +876.8% | 31,315 |
| PGIM Custom Harvest LLC | +27,275 | +5.8% | 496,263 |
| MORGAN STANLEY | +25,102 | +4.2% | 621,633 |
| Retirement Planning Group, LLC | +15,684 | +120.3% | 28,721 |
| LPL Financial LLC | +15,348 | +1.7% | 914,183 |
| STIFEL FINANCIAL CORP | +11,145 | +7.7% | 156,697 |
| UBS Group AG | +10,724 | +3.4% | 326,457 |
| Arax Advisory Partners | +10,218 | +2961.7% | 10,563 |
| PURSUE WEALTH PARTNERS LLC | +10,011 | +673.2% | 11,498 |
| JPMORGAN CHASE & CO | +8,321 | +11.8% | 79,106 |
| AMERIPRISE FINANCIAL INC | +8,173 | +3.7% | 230,760 |
| REDSTONE WEALTH MANAGEMENT, LLC | +8,162 | +36.6% | 30,477 |
| Steward Partners Investment Advisor | +6,735 | +31.1% | 28,419 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Beacon Capital Management, Inc. | -51,022 | -12.1% | 369,724 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -22,822 | -18.2% | 102,314 |
| US BANCORP \DE | -21,193 | -84.4% | 3,906 |
| Richmond Brothers, Inc. | -16,928 | -57.2% | 12,679 |
| Cerity Partners LLC | -16,529 | -13.2% | 108,434 |
| WELLS FARGO & COMPANY/MN | -15,381 | -3.8% | 391,371 |
| COMMONWEALTH EQUITY SERVICES, LLC | -13,084 | -6.9% | 176,857 |
| ENVESTNET ASSET MANAGEMENT INC | -11,377 | -4.4% | 246,022 |
| Mariner, LLC | -10,187 | -29.7% | 24,107 |
| BLAIR WILLIAM & CO/IL | -9,620 | -71.1% | 3,905 |
| GOLDMAN SACHS GROUP INC | -8,612 | -14.7% | 49,952 |
| Strategic Investment Solutions, Inc | -8,208 | -27.7% | 21,413 |
| Compass Financial Group, INC/SD | -8,085 | -1.8% | 440,884 |
| CALTON & ASSOCIATES, INC. | -8,081 | -39.0% | 12,614 |
| UBS AM, a distinct business unit of | -8,060 | -80.2% | 1,984 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -6,602 | -42.2% | 9,049 |
| Marotta Asset Management | -6,211 | -9.0% | 62,451 |
| Kestra Advisory Services, LLC | -5,380 | -6.3% | 80,183 |
| OSAIC HOLDINGS, INC. | -5,110 | -3.2% | 156,076 |
| StoneX Group Inc. | -4,960 | -66.5% | 2,503 |