Aspiriant LLC’s Vanguard Consumer Staples ETF VDC Stock Holding History

Aspiriant LLC’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
2017 Q4	–	Sell	-2,365	Closed	-$328K	–	178
2017 Q3	$328K	Buy	2,365 +17	+0.7%	+$2.4K	0.03%	158
2017 Q2	$331K	Hold	2,348	–	–	0.03%	165
2017 Q1	$330K	Sell	2,348 -692	-23%	-$96K	0.03%	169
2016 Q4	$407K	Buy	3,040 +21	+0.7%	+$2.81K	0.04%	145
2016 Q3	$413K	Sell	3,019 -1,449	-32%	-$203K	0.04%	149
2016 Q2	$631K	Buy	+4,468	New	+$608K	0.06%	124

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DOA

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aspiriant LLC's VDC Position: Q4 2017 in Review

Aspiriant LLC sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2017, closing a stake of 2,365 shares — an estimated $328K sold.

Aspiriant LLC first reported a position in VDC in Q2 2016 and held it in 6 quarters. The position peaked at $631K in Q2 2016. 250 funds tracked by Wall St. Rank hold VDC as of Q4 2017.

Aspiriant LLC reported no remaining Vanguard Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
Aspiriant LLC sold 2,365 Vanguard Consumer Staples ETF shares in Q4 2017, an estimated $328K.
Aspiriant LLC first reported a position in Vanguard Consumer Staples ETF in Q2 2016 and held it in 6 quarters.
Aspiriant LLC's Vanguard Consumer Staples ETF position peaked at $631K in Q2 2016.
250 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2017.

Based on Aspiriant LLC's 13F filing for Q4 2017, filed 31 Jan 2018.