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Strategic Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Strategic Wealth Partners’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
Q4 		– Sell
-72
Closed -$15.4K – 1558
2025
Q3 		$15.4K Hold
72
– – ﹤0.01% 797
2025
Q2 		$15.8K Buy
+72
New +$15.8K ﹤0.01% 704
2018
Q2 		– Sell
-69
Closed -$9K – 835
2018
Q1 		$9K Buy
+69
New +$9.78K ﹤0.01% 576

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Strategic Wealth Partners's VDC Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2025, closing a stake of 72 shares — an estimated $15.4K sold.

Strategic Wealth Partners first reported a position in VDC in Q1 2018 and held it in 3 quarters. The position peaked at $15.8K in Q2 2025. 632 funds tracked by Wall St. Rank hold VDC as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Vanguard Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 72 Vanguard Consumer Staples ETF shares in Q4 2025, an estimated $15.4K.
  • Strategic Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q1 2018 and held it in 3 quarters.
  • Strategic Wealth Partners's Vanguard Consumer Staples ETF position peaked at $15.8K in Q2 2025.
  • 632 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.