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Guerra Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Guerra Advisors’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 		$100K Sell
470
-11,477
-96% -$2.52M 0.04% 127
2025
Q2 		$2.62M Sell
11,947
-19,328
-62% -$4.24M 1.24% 27
2025
Q1 		$6.84M Buy
+31,275
New +$6.76M 3.83% 8

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guerra Advisors's VDC Position: Q3 2025 in Review

Guerra Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 96% in Q3 2025, selling an estimated $2.52M and leaving 470 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #127.

Guerra Advisors first reported a position in VDC in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.84M in Q1 2025. 603 funds tracked by Wall St. Rank hold VDC as of Q3 2025.

  • Guerra Advisors held 470 shares of Vanguard Consumer Staples ETF worth $100K as of Q3 2025.
  • Guerra Advisors sold 11,477 Vanguard Consumer Staples ETF shares in Q3 2025, an estimated $2.52M.
  • Vanguard Consumer Staples ETF made up 0.04% of Guerra Advisors's portfolio in Q3 2025, its #127 holding.
  • Guerra Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2025 and has held it in 3 quarters since.
  • Guerra Advisors's Vanguard Consumer Staples ETF position peaked at $6.84M in Q1 2025.
  • 603 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.