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Spearhead Capital Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Spearhead Capital Advisors’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
2022
Q3 		– Sell
-2,193
Closed -$406K – 162
2022
Q2 		$406K Sell
2,193
-263
-11% -$50.9K 0.06% 91
2022
Q1 		$481K Sell
2,456
-3,413
-58% -$665K 0.06% 89
2021
Q4 		$1.17M Buy
5,869
+2,506
+75% +$472K 0.14% 67
2021
Q3 		$603K Sell
3,363
-230
-6% -$42.6K 0.08% 82
2021
Q2 		$656K Sell
3,593
-216
-6% -$39.5K 0.09% 79
2021
Q1 		$679K Buy
3,809
+179
+5% +$30.7K 0.1% 74
2020
Q4 		$631K Sell
3,630
-434
-11% -$73.6K 0.1% 84
2020
Q3 		$664K Sell
4,064
-497
-11% -$80K 0.13% 71
2020
Q2 		$682K Sell
4,561
-1,609
-26% -$239K 0.15% 62
2020
Q1 		$850K Sell
6,170
-1,682
-21% -$259K 0.25% 65
2019
Q4 		$1.27M Buy
7,852
+489
+7% +$76.8K 0.31% 61
2019
Q3 		$1.15M Sell
7,363
-108
-1% -$16.6K 0.32% 58
2019
Q2 		$1.11M Buy
7,471
+347
+5% +$51.1K 0.33% 58
2019
Q1 		$1.03M Buy
+7,124
New +$988K 0.31% 58
2018
Q4 		– Sell
-4,818
Closed -$677K – 61
2018
Q3 		$677K Sell
4,818
-252
-5% -$35.2K 0.23% 58
2018
Q2 		$681K Buy
5,070
+439
+9% +$58.1K 0.24% 59
2018
Q1 		$630K Buy
4,631
+3,229
+230% +$458K 0.25% 57
2017
Q4 		$205K Buy
+1,402
New +$198K 0.1% 63

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spearhead Capital Advisors's VDC Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2022, closing a stake of 2,193 shares — an estimated $406K sold.

Spearhead Capital Advisors first reported a position in VDC in Q4 2017 and held it in 18 quarters. The position peaked at $1.27M in Q4 2019. 486 funds tracked by Wall St. Rank hold VDC as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 2,193 Vanguard Consumer Staples ETF shares in Q3 2022, an estimated $406K.
  • Spearhead Capital Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and held it in 18 quarters.
  • Spearhead Capital Advisors's Vanguard Consumer Staples ETF position peaked at $1.27M in Q4 2019.
  • 486 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.