PCIG
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Partners Capital Investment Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Partners Capital Investment Group’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
2021
Q3 		– Sell
-19,599
Closed -$3.58M – 156
2021
Q2 		$3.58M Sell
19,599
-2,502
-11% -$457K 0.16% 86
2021
Q1 		$3.94M Sell
22,101
-57,570
-72% -$9.88M 0.17% 81
2020
Q4 		$13.9M Buy
79,671
+724
+0.9% +$123K 0.79% 50
2020
Q3 		$12.9M Sell
78,947
-160,143
-67% -$25.8M 0.79% 44
2020
Q2 		$35.8M Buy
239,090
+142,031
+146% +$21.1M 1.76% 15
2020
Q1 		$13.4M Buy
+97,059
New +$15M 0.91% 24

Other funds holding VDC

Bank of America
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return