BFO
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Boston Family Office’s Vanguard Consumer Staples ETF VDC Stock Holding History

Boston Family Office’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
2026
Q1 		$320K Hold
1,427
– – 0.02% 266
2025
Q4 		$301K Buy
+1,427
New +$304K 0.02% 260
2019
Q2 		– Sell
-1,541
Closed -$224K – 260
2019
Q1 		$224K Hold
1,541
– – 0.02% 237
2018
Q4 		$202K Buy
+1,541
New +$216K 0.03% 241
2018
Q1 		– Sell
-2,095
Closed -$306K – 266
2017
Q4 		$306K Buy
2,095
+60
+3% +$8.46K 0.03% 229
2017
Q3 		$282K Sell
2,035
-375
-16% -$52.8K 0.03% 234
2017
Q2 		$340K Buy
2,410
+10
+0.4% +$1.43K 0.04% 215
2017
Q1 		$338K Buy
2,400
+420
+21% +$58.2K 0.04% 211
2016
Q4 		$265K Buy
1,980
+65
+3% +$8.69K 0.03% 221
2016
Q3 		$262K Buy
1,915
+160
+9% +$22.4K 0.03% 225
2016
Q2 		$248K Buy
+1,755
New +$239K 0.03% 227

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return