Peterson Financial Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Peterson Financial 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
2024 Q3	$218	Buy	+1	New	+$212	﹤0.01%	421

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Peterson Financial Group's VDC Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard Consumer Staples ETF (VDC) in Q3 2024: 1 share worth $218. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

603 funds tracked by Wall St. Rank hold VDC as of Q3 2024.

Peterson Financial Group held 1 share of Vanguard Consumer Staples ETF worth $218 as of Q3 2024.
Vanguard Consumer Staples ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard Consumer Staples ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #421 holding.
603 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.