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GeoWealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

GeoWealth 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 		– Sell
-21
Closed -$4.6K – 1218
2025
Q2 		$4.6K Sell
21
-5
-19% -$1.1K ﹤0.01% 1153
2025
Q1 		$5.7K Buy
26
+8
+44% +$1.73K ﹤0.01% 1010
2024
Q4 		$3.81K Sell
18
-1
-5% -$217 ﹤0.01% 1582
2024
Q3 		$4.15K Buy
+19
New +$4.03K ﹤0.01% 1474
2024
Q1 		– Sell
-1,913
Closed -$365K – 910
2023
Q4 		$365K Buy
+1,913
New +$351K 0.03% 381
2022
Q2 		– Sell
-585
Closed -$116K – 399
2022
Q1 		$116K Buy
+585
New +$114K 0.01% 317
2020
Q4 		– Sell
-1,838
Closed -$301K – 220
2020
Q3 		$301K Buy
+1,838
New +$296K 0.09% 121

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GeoWealth Management's VDC Position: Q3 2025 in Review

GeoWealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2025, closing a stake of 21 shares — an estimated $4.6K sold.

GeoWealth Management first reported a position in VDC in Q3 2020 and held it in 7 quarters. The position peaked at $365K in Q4 2023. 604 funds tracked by Wall St. Rank hold VDC as of Q3 2025.

  • GeoWealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 21 Vanguard Consumer Staples ETF shares in Q3 2025, an estimated $4.6K.
  • GeoWealth Management first reported a position in Vanguard Consumer Staples ETF in Q3 2020 and held it in 7 quarters.
  • GeoWealth Management's Vanguard Consumer Staples ETF position peaked at $365K in Q4 2023.
  • 604 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.