Apexium Financial’s Vanguard Consumer Staples ETF VDC Stock Holding History

Apexium Financial’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
2025 Q3	$758K	Buy	3,546 +1	+0%	+$219	0.04%	153
2025 Q2	$776K	Hold	3,545	–	–	0.04%	149
2025 Q1	$776K	Buy	3,545 +1,552	+78%	+$335K	0.05%	141
2024 Q4	$421K	Buy	1,993 +342	+21%	+$74.1K	0.03%	177
2024 Q3	$362K	Buy	1,651 +466	+39%	+$98.9K	0.02%	171
2024 Q2	$242K	Sell	1,185 -13	-1%	-$2.64K	0.02%	197
2024 Q1	$244K	Sell	1,198 -99	-8%	-$19.4K	0.02%	196
2023 Q4	$248K	Buy	1,297 +2	+0.2%	+$367	0.02%	234
2023 Q3	$238K	Sell	1,295 -4	-0.3%	-$772	0.02%	190
2023 Q2	$254K	Hold	1,299	–	–	0.02%	192
2023 Q1	$251K	Buy	+1,299	New	+$246K	0.02%	186
2020 Q2	–	Sell	-1,573	Closed	-$217K	–	80
2020 Q1	$217K	Buy	+1,573	New	+$242K	0.29%	51

Other funds holding VDC

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

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

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

BCMIO

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

CFGSD

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Apexium Financial's VDC Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Consumer Staples ETF (VDC) stake by 0.03% in Q3 2025, buying an estimated $219 and bringing the position to 3,546 shares worth $758K. The position accounts for 0.04% of the portfolio, ranked #153.

Apexium Financial first reported a position in VDC in Q1 2020 and has held it in 12 quarters since. The position peaked at $776K in Q2 2025. 602 funds tracked by Wall St. Rank hold VDC as of Q3 2025.

Apexium Financial held 3,546 shares of Vanguard Consumer Staples ETF worth $758K as of Q3 2025.
Apexium Financial bought 1 Vanguard Consumer Staples ETF share in Q3 2025, an estimated $219.
Vanguard Consumer Staples ETF made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #153 holding.
Apexium Financial first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and has held it in 12 quarters since.
Apexium Financial's Vanguard Consumer Staples ETF position peaked at $776K in Q2 2025.
602 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.