Panoramic Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Panoramic Investment 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
2026 Q1	$483K	Buy	2,151 +9	+0.4%	+$2.06K	0.26%	78
2025 Q4	$453K	Buy	2,142 +12	+0.6%	+$2.55K	0.25%	77
2025 Q3	$455K	Buy	2,130 +11	+0.5%	+$2.41K	0.26%	71
2025 Q2	$464K	Buy	2,119 +12	+0.6%	+$2.63K	0.29%	68
2025 Q1	$461K	Buy	2,107 +61	+3%	+$13.2K	0.31%	67
2024 Q4	$432K	Buy	2,046 +68	+3%	+$14.7K	0.28%	71
2024 Q3	$432K	Buy	+1,978	New	+$420K	0.3%	72
2024 Q1	$373K	Buy	1,828 +147	+9%	+$28.9K	0.28%	75
2023 Q4	$321K	Buy	1,681 +180	+12%	+$33K	0.28%	73
2023 Q3	$274K	Buy	+1,501	New	+$290K	0.25%	81
2022 Q4	$284K	Buy	+1,484	New	+$279K	0.29%	75

Other funds holding VDC

Bank of America

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Cetera Investment Advisers

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

Envestnet Asset Management

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