Bellwether Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Bellwether Advisors’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	–	Sell	-16	Closed	-$3.5K	–	546
2025 Q2	$3.5K	Buy	16 +13	+433%	+$2.85K	﹤0.01%	455
2025 Q1	$656	Hold	3	–	–	﹤0.01%	477
2024 Q4	$634	Buy	+3	New	+$650	﹤0.01%	483
2023 Q2	–	Sell	-11	Closed	-$2.13K	–	432
2023 Q1	$2.13K	Sell	11 -1,145	-99%	-$217K	﹤0.01%	342
2022 Q4	$221K	Buy	+1,156	New	+$217K	0.06%	117

Other funds holding VDC

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Bellwether Advisors's VDC Position: Q3 2025 in Review

Bellwether Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2025, closing a stake of 16 shares — an estimated $3.5K sold.

Bellwether Advisors first reported a position in VDC in Q4 2022 and held it in 5 quarters. The position peaked at $221K in Q4 2022. 604 funds tracked by Wall St. Rank hold VDC as of Q3 2025.

Bellwether Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 16 Vanguard Consumer Staples ETF shares in Q3 2025, an estimated $3.5K.
Bellwether Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 5 quarters.
Bellwether Advisors's Vanguard Consumer Staples ETF position peaked at $221K in Q4 2022.
604 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.