DFPG Investments’s Vanguard Consumer Staples ETF VDC Stock Holding History

DFPG Investments’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
2023 Q4	$369K	Buy	+1,925	New	+$353K	0.03%	471

Other funds holding VDC

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

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

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

CFGSD

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

DFPG Investments's VDC Position: Q4 2023 in Review

DFPG Investments opened a new position in Vanguard Consumer Staples ETF (VDC) in Q4 2023: 1,925 shares worth $369K. The stake represents 0.03% of the portfolio and ranks #471 among its holdings.

549 funds tracked by Wall St. Rank hold VDC as of Q4 2023.

DFPG Investments held 1,925 shares of Vanguard Consumer Staples ETF worth $369K as of Q4 2023.
Vanguard Consumer Staples ETF was a new DFPG Investments position in Q4 2023.
Vanguard Consumer Staples ETF made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #471 holding.
549 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.