Capital A Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Capital A Wealth Management’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	$43K	Buy	+225	New	+$49.3K	0.48%	58

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital A Wealth Management's VDC Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2025: 225 shares worth $43K. The stake represents 0.48% of the portfolio and ranks #58 among its holdings.

629 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

Capital A Wealth Management held 225 shares of Vanguard Consumer Staples ETF worth $43K as of Q2 2025.
Vanguard Consumer Staples ETF was a new Capital A Wealth Management position in Q2 2025.
Vanguard Consumer Staples ETF made up 0.48% of Capital A Wealth Management's portfolio in Q2 2025, its #58 holding.
629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.