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Atomi Financial Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Atomi Financial Group’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
Q1 		– Sell
-1,014
Closed -$214K – 1119
2024
Q4 		$214K Sell
1,014
-73
-7% -$15.8K 0.01% 890
2024
Q3 		$238K Sell
1,087
-23
-2% -$4.88K 0.01% 777
2024
Q2 		$225K Buy
+1,110
New +$225K 0.02% 696

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atomi Financial Group's VDC Position: Q1 2025 in Review

Atomi Financial Group sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 1,014 shares — an estimated $214K sold.

Atomi Financial Group first reported a position in VDC in Q2 2024 and held it in 3 quarters. The position peaked at $238K in Q3 2024. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

  • Atomi Financial Group reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 1,014 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $214K.
  • Atomi Financial Group first reported a position in Vanguard Consumer Staples ETF in Q2 2024 and held it in 3 quarters.
  • Atomi Financial Group's Vanguard Consumer Staples ETF position peaked at $238K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.