Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
DFA
DHJJ Financial Advisors’s
Vanguard Consumer Staples ETF
VDC
Stock Holding History
DHJJ Financial Advisors’s Portfolio
VDC Stock Details
VDC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.34M
Sell
5,953
-14
-0.2%
-$3.21K
0.44%
42
2025
Q4
$1.26M
Sell
5,967
-363
-6%
-$77.2K
0.42%
43
2025
Q3
$1.35M
Sell
6,330
-81
-1%
-$17.8K
0.46%
44
2025
Q2
$1.4M
Sell
6,411
-188
-3%
-$41.2K
0.51%
38
2025
Q1
$1.44M
Sell
6,599
-188
-3%
-$40.6K
0.58%
33
2024
Q4
$1.43M
Sell
6,787
-365
-5%
-$79.1K
0.56%
35
2024
Q3
$1.56M
Sell
7,152
-769
-10%
-$163K
0.62%
29
2024
Q2
$1.61M
Sell
7,921
-415
-5%
-$84.3K
0.68%
30
2024
Q1
$1.7M
Buy
8,336
+1
+0%
+$196
0.75%
27
2023
Q4
$1.59M
Buy
8,335
+11
+0.1%
+$2.02K
0.74%
28
2023
Q3
$1.52M
Sell
8,324
-200
-2%
-$38.6K
0.77%
28
2023
Q2
$1.66M
Sell
8,524
-45
-0.5%
-$8.79K
0.86%
29
2023
Q1
$1.65M
Buy
8,569
+401
+5%
+$76K
0.9%
27
2022
Q4
$1.56M
Sell
8,168
-267
-3%
-$50.2K
0.9%
26
2022
Q3
$1.45M
Sell
8,435
-200
-2%
-$37.8K
0.85%
30
2022
Q2
$1.6M
Sell
8,635
-51
-0.6%
-$9.86K
0.89%
28
2022
Q1
$1.73M
Sell
8,686
-14
-0.2%
-$2.73K
0.83%
30
2021
Q4
$1.74M
Sell
8,700
-83
-0.9%
-$15.6K
0.82%
30
2021
Q3
$1.57M
Sell
8,783
-12
-0.1%
-$2.22K
0.81%
31
2021
Q2
$1.6M
Sell
8,795
-23
-0.3%
-$4.2K
0.85%
29
2021
Q1
$1.57M
Buy
8,818
+106
+1%
+$18.2K
0.91%
27
2020
Q4
$1.51M
Buy
+8,712
New
+$1.48M
0.95%
25
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
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
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close