SWC
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Spectrum Wealth Counsel’s Vanguard Consumer Staples ETF VDC Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$15.8K Hold
72
– – ﹤0.01% 214
2024
Q4 		$15.2K Hold
72
– – ﹤0.01% 216
2024
Q3 		$15.7K Hold
72
– – ﹤0.01% 228
2024
Q2 		$14.6K Hold
72
– – ﹤0.01% 277
2024
Q1 		$14.7K Hold
72
– – ﹤0.01% 281
2023
Q4 		$13.8K Buy
+72
New +$13.2K ﹤0.01% 250

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Spectrum Wealth Counsel's VDC Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2025 at 72 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Spectrum Wealth Counsel first reported a position in VDC in Q4 2023 and has held it in 6 quarters since. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2025.

  • Spectrum Wealth Counsel held 72 shares of Vanguard Consumer Staples ETF worth $15.8K as of Q1 2025.
  • Spectrum Wealth Counsel left its Vanguard Consumer Staples ETF share count unchanged in Q1 2025.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #214 holding.
  • Spectrum Wealth Counsel first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 6 quarters since.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.