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

Kohmann Bosshard 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
2026
Q1 		– Sell
-24
Closed -$5.07K – 594
2025
Q4 		$5.07K Buy
+24
New +$5.11K ﹤0.01% 916

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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 $872M AUM 23.02% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kohmann Bosshard Financial Services's VDC Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 24 shares — an estimated $5.07K sold.

Kohmann Bosshard Financial Services first reported a position in VDC in Q4 2025 and held it in 1 quarter. The position peaked at $5.07K in Q4 2025. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 24 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $5.07K.
  • Kohmann Bosshard Financial Services first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Vanguard Consumer Staples ETF position peaked at $5.07K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.