Advisor Partners II’s Vanguard Consumer Staples ETF VDC Stock Holding History

Advisor Partners II’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$260K	Buy	+1,422	New	+$274K	0.01%	1031

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Partners II's VDC Position: Q3 2023 in Review

Advisor Partners II opened a new position in Vanguard Consumer Staples ETF (VDC) in Q3 2023: 1,422 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #1031 among its holdings.

542 funds tracked by Wall St. Rank hold VDC as of Q3 2023.

Advisor Partners II held 1,422 shares of Vanguard Consumer Staples ETF worth $260K as of Q3 2023.
Vanguard Consumer Staples ETF was a new Advisor Partners II position in Q3 2023.
Vanguard Consumer Staples ETF made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1031 holding.
542 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.