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Iron Horse Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Iron Horse Wealth 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
Q2 		$9.42K Hold
43
– – ﹤0.01% 295
2025
Q1 		$9.41K Hold
43
– – ﹤0.01% 287
2024
Q4 		$9.09K Hold
43
– – ﹤0.01% 250
2024
Q3 		$9.39K Buy
+43
New +$9.12K ﹤0.01% 243

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Iron Horse Wealth Management's VDC Position: Q2 2025 in Review

Iron Horse Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2025 at 43 shares worth $9.42K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Iron Horse Wealth Management first reported a position in VDC in Q3 2024 and has held it in 4 quarters since. 629 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

  • Iron Horse Wealth Management held 43 shares of Vanguard Consumer Staples ETF worth $9.42K as of Q2 2025.
  • Iron Horse Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q2 2025.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #295 holding.
  • Iron Horse Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and has held it in 4 quarters since.
  • 629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.