NEXT Financial Holdings’s Vanguard Consumer Staples ETF VDC Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$2.85M	Buy	+19,595	New	+$2.72M	0.72%	19

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

NEXT Financial Holdings's VDC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2019: 19,595 shares worth $2.85M. The stake represents 0.72% of the portfolio and ranks #19 among its holdings.

301 funds tracked by Wall St. Rank hold VDC as of Q1 2019.

NEXT Financial Holdings held 19,595 shares of Vanguard Consumer Staples ETF worth $2.85M as of Q1 2019.
Vanguard Consumer Staples ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Consumer Staples ETF made up 0.72% of NEXT Financial Holdings's portfolio in Q1 2019, its #19 holding.
301 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.