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Segall Bryant & Hamill’s Vanguard Consumer Staples ETF VDC Stock Holding History

Segall Bryant & Hamill’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
2023
Q2 		– Sell
-1,057
Closed -$204K – 737
2023
Q1 		$204K Buy
+1,057
New +$200K ﹤0.01% 695

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Segall Bryant & Hamill's VDC Position: Q2 2023 in Review

Segall Bryant & Hamill sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2023, closing a stake of 1,057 shares — an estimated $204K sold.

Segall Bryant & Hamill first reported a position in VDC in Q1 2023 and held it in 1 quarter. The position peaked at $204K in Q1 2023. 537 funds tracked by Wall St. Rank hold VDC as of Q2 2023.

  • Segall Bryant & Hamill reported no remaining Vanguard Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 1,057 Vanguard Consumer Staples ETF shares in Q2 2023, an estimated $204K.
  • Segall Bryant & Hamill first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and held it in 1 quarter.
  • Segall Bryant & Hamill's Vanguard Consumer Staples ETF position peaked at $204K in Q1 2023.
  • 537 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2023.

Based on Segall Bryant & Hamill's 13F filing for Q2 2023, filed 14 Aug 2023.