Meristem Family Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Meristem Family Wealth’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
2022 Q1	$499K	Hold	2,548	–	–	0.05%	184
2021 Q4	$509K	Hold	2,548	–	–	0.04%	223
2021 Q3	$457K	Hold	2,548	–	–	0.04%	238
2021 Q2	$465K	Hold	2,548	–	–	0.07%	174
2021 Q1	$454K	Hold	2,548	–	–	0.09%	137
2020 Q4	$443K	Hold	2,548	–	–	0.09%	134
2020 Q3	$416K	Hold	2,548	–	–	0.11%	117
2020 Q2	$381K	Hold	2,548	–	–	0.1%	119
2020 Q1	$351K	Hold	2,548	–	–	0.11%	117
2019 Q4	$411K	Hold	2,548	–	–	0.1%	120
2019 Q3	$399K	Hold	2,548	–	–	0.11%	116
2019 Q2	$379K	Hold	2,548	–	–	0.12%	102
2019 Q1	$370K	Hold	2,548	–	–	0.13%	89
2018 Q4	$334K	Hold	2,548	–	–	0.12%	87
2018 Q3	$357K	Hold	2,548	–	–	0.12%	97
2018 Q2	$342K	Hold	2,548	–	–	0.12%	92
2018 Q1	$347K	Buy	+2,548	New	+$361K	0.12%	93

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Meristem Family Wealth's VDC Position: Q1 2022 in Review

Meristem Family Wealth held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2022 at 2,548 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #184.

Meristem Family Wealth first reported a position in VDC in Q1 2018 and has held it in 17 quarters since. The position peaked at $509K in Q4 2021. 491 funds tracked by Wall St. Rank hold VDC as of Q1 2022.

Meristem Family Wealth held 2,548 shares of Vanguard Consumer Staples ETF worth $499K as of Q1 2022.
Meristem Family Wealth left its Vanguard Consumer Staples ETF share count unchanged in Q1 2022.
Vanguard Consumer Staples ETF made up 0.05% of Meristem Family Wealth's portfolio in Q1 2022, its #184 holding.
Meristem Family Wealth first reported a position in Vanguard Consumer Staples ETF in Q1 2018 and has held it in 17 quarters since.
Meristem Family Wealth's Vanguard Consumer Staples ETF position peaked at $509K in Q4 2021.
491 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.