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

Sanctuary 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	$939K	Sell	4,443 -488	-10%	-$106K	0.62%	25
2024 Q3	$1.08M	Buy	4,931 +301	+7%	+$63.9K	0.77%	26
2024 Q2	$940K	Sell	4,630 -1,712	-27%	-$348K	0.71%	27
2024 Q1	$1.29M	Buy	6,342 +1,780	+39%	+$350K	1.05%	19
2023 Q4	$871K	Buy	4,562 +915	+25%	+$168K	0.84%	20
2023 Q3	$666K	Buy	3,647 +2,323	+175%	+$448K	0.73%	21
2023 Q2	$257K	Buy	+1,324	New	+$259K	0.27%	32
2022 Q4	$1.15K	Buy	+6	New	+$1.13K	﹤0.01%	222

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 15.91% 1-Year Est. Return

Sanctuary Wealth Management's VDC Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 9.9% in Q4 2024, selling an estimated $106K and leaving 4,443 shares worth $939K. The position accounts for 0.62% of the portfolio, ranked #25.

Sanctuary Wealth Management first reported a position in VDC in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.29M in Q1 2024. 631 funds tracked by Wall St. Rank hold VDC as of Q4 2024.

Sanctuary Wealth Management held 4,443 shares of Vanguard Consumer Staples ETF worth $939K as of Q4 2024.
Sanctuary Wealth Management sold 488 Vanguard Consumer Staples ETF shares in Q4 2024, an estimated $106K.
Vanguard Consumer Staples ETF made up 0.62% of Sanctuary Wealth Management's portfolio in Q4 2024, its #25 holding.
Sanctuary Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's Vanguard Consumer Staples ETF position peaked at $1.29M in Q1 2024.
631 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.