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Robertson Stephens Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-1,500
Closed -$330K – 638
2024
Q3 		$330K Buy
+1,500
New +$318K 0.01% 506

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

Robertson Stephens Wealth Management's VDC Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2024, closing a stake of 1,500 shares — an estimated $330K sold.

Robertson Stephens Wealth Management first reported a position in VDC in Q3 2024 and held it in 1 quarter. The position peaked at $330K in Q3 2024. 631 funds tracked by Wall St. Rank hold VDC as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,500 Vanguard Consumer Staples ETF shares in Q4 2024, an estimated $330K.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Vanguard Consumer Staples ETF position peaked at $330K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.