Oarsman Capital’s Vanguard Consumer Staples ETF VDC Stock Holding History

Oarsman Capital’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	-610	Closed	-$129K	–	818
2024 Q4	$129K	Hold	610	–	–	0.02%	293
2024 Q3	$133K	Buy	+610	New	+$129K	0.02%	296

Other funds holding VDC

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

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

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

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

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 13.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oarsman Capital's VDC Position: Q1 2025 in Review

Oarsman Capital sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2025, closing a stake of 610 shares — an estimated $129K sold.

Oarsman Capital first reported a position in VDC in Q3 2024 and held it in 2 quarters. The position peaked at $133K in Q3 2024. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

Oarsman Capital reported no remaining Vanguard Consumer Staples ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 610 Vanguard Consumer Staples ETF shares in Q1 2025, an estimated $129K.
Oarsman Capital first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Vanguard Consumer Staples ETF position peaked at $133K in Q3 2024.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.