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

Sage 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
2025
Q2 		– Sell
-1,035
Closed -$226K – 107
2025
Q1 		$226K Buy
+1,035
New +$224K 0.02% 98

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sage Financial Group's VDC Position: Q2 2025 in Review

Sage Financial Group sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2025, closing a stake of 1,035 shares — an estimated $226K sold.

Sage Financial Group first reported a position in VDC in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 629 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

  • Sage Financial Group reported no remaining Vanguard Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Financial Group sold 1,035 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $226K.
  • Sage Financial Group first reported a position in Vanguard Consumer Staples ETF in Q1 2025 and held it in 1 quarter.
  • Sage Financial Group's Vanguard Consumer Staples ETF position peaked at $226K in Q1 2025.
  • 629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Sage Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.