SVB Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

SVB Wealth’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 Q2	–	Sell	-50	Closed	-$10.9K	–	1580
2025 Q1	$10.9K	Buy	+50	New	+$10.8K	﹤0.01%	870
2021 Q3	–	Sell	-2,528	Closed	-$461K	–	1050
2021 Q2	$461K	Hold	2,528	–	–	0.01%	606
2021 Q1	$451K	Hold	2,528	–	–	0.01%	553
2020 Q4	$440K	Buy	2,528 +59	+2%	+$10K	0.01%	507
2020 Q3	$403K	Sell	2,469 -1,005	-29%	-$162K	0.01%	463
2020 Q2	$520K	Buy	3,474 +883	+34%	+$131K	0.01%	358
2020 Q1	$357K	Sell	2,591 -2,424	-48%	-$374K	0.01%	367
2019 Q4	$808K	Buy	+5,015	New	+$787K	0.01%	343

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SVB Wealth's VDC Position: Q2 2025 in Review

SVB Wealth sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2025, closing a stake of 50 shares — an estimated $10.9K sold.

SVB Wealth first reported a position in VDC in Q4 2019 and held it in 8 quarters. The position peaked at $808K in Q4 2019. 631 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

SVB Wealth reported no remaining Vanguard Consumer Staples ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 50 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $10.9K.
SVB Wealth first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 8 quarters.
SVB Wealth's Vanguard Consumer Staples ETF position peaked at $808K in Q4 2019.
631 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.