Creekmur Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Creekmur Asset 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 Q3	$54.3K	Sell	254 -764	-75%	-$167K	0.01%	329
2025 Q2	$223K	Sell	1,018 -1	-0.1%	-$219	0.04%	217
2025 Q1	$223K	Buy	1,019 +1	+0.1%	+$216	0.05%	183
2024 Q4	$215K	Sell	1,018 -1	-0.1%	-$217	0.05%	118
2024 Q3	$223K	Hold	1,019	–	–	0.05%	110
2024 Q2	$207K	Hold	1,019	–	–	0.05%	122
2024 Q1	$208K	Sell	1,019 -132	-11%	-$25.9K	0.07%	111
2023 Q4	$220K	Buy	+1,151	New	+$211K	0.07%	129

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 22.9% 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

Creekmur Asset Management's VDC Position: Q3 2025 in Review

Creekmur Asset Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 75% in Q3 2025, selling an estimated $167K and leaving 254 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #329.

Creekmur Asset Management first reported a position in VDC in Q4 2023 and has held it in 8 quarters since. The position peaked at $223K in Q1 2025. 604 funds tracked by Wall St. Rank hold VDC as of Q3 2025.

Creekmur Asset Management held 254 shares of Vanguard Consumer Staples ETF worth $54.3K as of Q3 2025.
Creekmur Asset Management sold 764 Vanguard Consumer Staples ETF shares in Q3 2025, an estimated $167K.
Vanguard Consumer Staples ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #329 holding.
Creekmur Asset Management first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Vanguard Consumer Staples ETF position peaked at $223K in Q1 2025.
604 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.