Miller Equity Capital Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Miller Equity Capital 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 Q1	–	Sell	-7,560	Closed	-$1.6M	–	34
2024 Q4	$1.6M	Hold	7,560	–	–	0.61%	36
2024 Q3	$1.65M	Hold	7,560	–	–	0.64%	35
2024 Q2	$1.53M	Hold	7,560	–	–	0.64%	33
2024 Q1	$1.54M	Hold	7,560	–	–	0.64%	36
2023 Q4	$1.44M	Hold	7,560	–	–	0.65%	35
2023 Q3	$1.38M	Hold	7,560	–	–	0.72%	33
2023 Q2	$1.47M	Hold	7,560	–	–	0.75%	32
2023 Q1	$1.46M	Hold	7,560	–	–	0.82%	31
2022 Q4	$1.45M	Hold	7,560	–	–	0.94%	32
2022 Q3	$1.3M	Hold	7,560	–	–	0.95%	33
2022 Q2	$1.4M	Buy	7,560 +100	+1%	+$19.3K	1.2%	32
2022 Q1	$1.46M	Sell	7,460 -40	-0.5%	-$7.79K	1.24%	28
2021 Q4	$1.5M	Hold	7,500	–	–	1.4%	26
2021 Q3	$1.34M	Buy	7,500 +200	+3%	+$37K	1.32%	26
2021 Q2	$1.33M	Sell	7,300 -50	-0.7%	-$9.14K	1.37%	25
2021 Q1	$1.31M	Hold	7,350	–	–	1.64%	22
2020 Q4	$1.28M	Buy	7,350 +600	+9%	+$102K	1.71%	19
2020 Q3	$1.1M	Buy	6,750 +30	+0.4%	+$4.83K	1.66%	18
2020 Q2	$1M	Buy	6,720 +135	+2%	+$20K	1.63%	16
2020 Q1	$908K	Buy	6,585 +270	+4%	+$41.6K	1.7%	16
2019 Q4	$1.02M	Buy	+6,315	New	+$991K	1.3%	20

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

MIM

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

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

Miller Equity Capital Advisors's VDC Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 7,560 shares — an estimated $1.6M sold.

Miller Equity Capital Advisors first reported a position in VDC in Q4 2019 and held it in 21 quarters. The position peaked at $1.65M in Q3 2024. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 7,560 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $1.6M.
Miller Equity Capital Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 21 quarters.
Miller Equity Capital Advisors's Vanguard Consumer Staples ETF position peaked at $1.65M in Q3 2024.
630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.