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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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return