Hopwood Financial Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Hopwood Financial Services’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 Q4	–	Sell	-274	Closed	-$58.5K	–	285
2025 Q3	$58.5K	Buy	274 +1	+0.4%	+$219	0.04%	142
2025 Q2	$59.7K	Buy	273 +1	+0.4%	+$219	0.05%	137
2025 Q1	$59.5K	Buy	272 +1	+0.4%	+$216	0.05%	138
2024 Q4	$57.3K	Buy	+271	New	+$58.7K	0.04%	140

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hopwood Financial Services's VDC Position: Q4 2025 in Review

Hopwood Financial Services sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2025, closing a stake of 274 shares — an estimated $58.5K sold.

Hopwood Financial Services first reported a position in VDC in Q4 2024 and held it in 4 quarters. The position peaked at $59.7K in Q2 2025. 635 funds tracked by Wall St. Rank hold VDC as of Q4 2025.

Hopwood Financial Services reported no remaining Vanguard Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 274 Vanguard Consumer Staples ETF shares in Q4 2025, an estimated $58.5K.
Hopwood Financial Services first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's Vanguard Consumer Staples ETF position peaked at $59.7K in Q2 2025.
635 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.