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Tyler-Stone Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Tyler-Stone Wealth Management’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 		$870K Sell
3,972
-191
-5% -$41.9K 0.14% 136
2025
Q1 		$911K Buy
4,163
+15
+0.4% +$3.24K 0.16% 117
2024
Q4 		$877K Buy
4,148
+31
+0.8% +$6.72K 0.16% 120
2024
Q3 		$899K Buy
4,117
+2,069
+101% +$439K 0.17% 120
2024
Q2 		$416K Hold
2,048
– – 0.17% 116
2024
Q1 		$418K Sell
2,048
-119
-5% -$23.4K 0.19% 110
2023
Q4 		$414K Buy
2,167
+21
+1% +$3.85K 0.21% 100
2023
Q3 		$392K Buy
2,146
+10
+0.5% +$1.93K 0.22% 88
2023
Q2 		$415K Buy
+2,136
New +$417K 0.23% 89
2022
Q4 		$414K Buy
2,162
+20
+0.9% +$3.76K 0.28% 74
2022
Q3 		$368K Hold
2,142
– – 0.28% 75
2022
Q2 		$397K Buy
2,142
+9
+0.4% +$1.74K 0.26% 78
2022
Q1 		$418K Sell
2,133
-105
-5% -$20.5K 0.23% 92
2021
Q4 		$447K Buy
+2,238
New +$422K 0.24% 92

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

Tyler-Stone Wealth Management's VDC Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 4.6% in Q2 2025, selling an estimated $41.9K and leaving 3,972 shares worth $870K. The position accounts for 0.14% of the portfolio, ranked #136.

Tyler-Stone Wealth Management first reported a position in VDC in Q4 2021 and has held it in 14 quarters since. The position peaked at $911K in Q1 2025. 629 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

  • Tyler-Stone Wealth Management held 3,972 shares of Vanguard Consumer Staples ETF worth $870K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 191 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $41.9K.
  • Vanguard Consumer Staples ETF made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #136 holding.
  • Tyler-Stone Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Vanguard Consumer Staples ETF position peaked at $911K in Q1 2025.
  • 629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.