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Atria Wealth Solutions’s Vanguard Consumer Staples ETF VDC Stock Holding History

Atria Wealth Solutions’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
Q2 		$15.5M Sell
70,624
-2,539
-3% -$557K 0.35% 57
2025
Q1 		$16M Sell
73,163
-7,546
-9% -$1.63M 0.19% 115
2024
Q4 		$17.1M Sell
80,709
-388
-0.5% -$84.1K 0.19% 112
2024
Q3 		$17.8M Sell
81,097
-1,223
-1% -$259K 0.19% 114
2024
Q2 		$16.8M Buy
82,320
+2,575
+3% +$523K 0.19% 114
2024
Q1 		$16.3M Buy
79,745
+56,830
+248% +$11.2M 0.18% 115
2023
Q4 		$4.38M Sell
22,915
-46,724
-67% -$8.57M 0.05% 350
2023
Q3 		$12.8M Buy
69,639
+25,888
+59% +$5M 0.18% 123
2023
Q2 		$8.55M Buy
43,751
+425
+1% +$83K 0.12% 176
2023
Q1 		$8.38M Sell
43,326
-2,748
-6% -$521K 0.12% 165
2022
Q4 		$8.83M Buy
46,074
+19,529
+74% +$3.67M 0.14% 156
2022
Q3 		$4.58M Buy
26,545
+1,171
+5% +$221K 0.08% 246
2022
Q2 		$4.7M Sell
25,374
-36,152
-59% -$6.99M 0.09% 244
2022
Q1 		$12.1M Buy
+61,526
New +$12M 0.2% 112

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's VDC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Consumer Staples ETF (VDC) stake by 3.5% in Q2 2025, selling an estimated $557K and leaving 70,624 shares worth $15.5M. The position accounts for 0.35% of the portfolio, ranked #57.

Atria Wealth Solutions first reported a position in VDC in Q1 2022 and has held it in 14 quarters since. The position peaked at $17.8M in Q3 2024. 631 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

  • Atria Wealth Solutions held 70,624 shares of Vanguard Consumer Staples ETF worth $15.5M as of Q2 2025.
  • Atria Wealth Solutions sold 2,539 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $557K.
  • Vanguard Consumer Staples ETF made up 0.35% of Atria Wealth Solutions's portfolio in Q2 2025, its #57 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Consumer Staples ETF position peaked at $17.8M in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.