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Cassady Schiller Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.96K Hold
14
– – ﹤0.01% 509
2024
Q3 		$3.06K Hold
14
– – ﹤0.01% 372
2024
Q2 		$2.84K Hold
14
– – ﹤0.01% 379
2024
Q1 		$2.86K Buy
+14
New +$2.75K ﹤0.01% 407

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Cassady Schiller Wealth Management's VDC Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q4 2024 at 14 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Cassady Schiller Wealth Management first reported a position in VDC in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.06K in Q3 2024. 631 funds tracked by Wall St. Rank hold VDC as of Q4 2024.

  • Cassady Schiller Wealth Management held 14 shares of Vanguard Consumer Staples ETF worth $2.96K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q4 2024.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #509 holding.
  • Cassady Schiller Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Vanguard Consumer Staples ETF position peaked at $3.06K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.