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Mitchell Sinkler & Starr’s Vanguard Consumer Staples ETF VDC Stock Holding History

Mitchell Sinkler & Starr’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
-150
Closed -$31.7K – 179
2024
Q4 		$31.7K Sell
150
-156
-51% -$33.8K 0.01% 180
2024
Q3 		$66.9K Hold
306
– – 0.02% 176
2024
Q2 		$63.5K Hold
306
– – 0.02% 172
2024
Q1 		$62.5K Hold
306
– – 0.02% 170
2023
Q4 		$58.4K Buy
+306
New +$56.1K 0.01% 191

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mitchell Sinkler & Starr's VDC Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 150 shares — an estimated $31.7K sold.

Mitchell Sinkler & Starr first reported a position in VDC in Q4 2023 and held it in 5 quarters. The position peaked at $66.9K in Q3 2024. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 150 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $31.7K.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and held it in 5 quarters.
  • Mitchell Sinkler & Starr's Vanguard Consumer Staples ETF position peaked at $66.9K in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.