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Smart Money Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Smart Money 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
2020
Q4 		– Sell
-35,000
Closed -$5.72M – 86
2020
Q3 		$5.72M Buy
35,000
+17,535
+100% +$2.82M 2.46% 9
2020
Q2 		$2.61M Sell
17,465
-348
-2% -$51.6K 1.54% 22
2020
Q1 		$2.46M Buy
+17,813
New +$2.75M 1.72% 16

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smart Money Group's VDC Position: Q4 2020 in Review

Smart Money Group sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2020, closing a stake of 35,000 shares — an estimated $5.72M sold.

Smart Money Group first reported a position in VDC in Q1 2020 and held it in 3 quarters. The position peaked at $5.72M in Q3 2020. 409 funds tracked by Wall St. Rank hold VDC as of Q4 2020.

  • Smart Money Group reported no remaining Vanguard Consumer Staples ETF position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 35,000 Vanguard Consumer Staples ETF shares in Q4 2020, an estimated $5.72M.
  • Smart Money Group first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and held it in 3 quarters.
  • Smart Money Group's Vanguard Consumer Staples ETF position peaked at $5.72M in Q3 2020.
  • 409 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.