UFF
VDC icon

USA Financial Formulas’s Vanguard Consumer Staples ETF VDC Stock Holding History

USA Financial Formulas’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
2016
Q4 		– Sell
-22,977
Closed -$3.15M – 353
2016
Q3 		$3.15M Buy
+22,977
New +$3.22M 0.81% 31

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

USA Financial Formulas's VDC Position: Q4 2016 in Review

USA Financial Formulas sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2016, closing a stake of 22,977 shares — an estimated $3.15M sold.

USA Financial Formulas first reported a position in VDC in Q3 2016 and held it in 1 quarter. The position peaked at $3.15M in Q3 2016. 196 funds tracked by Wall St. Rank hold VDC as of Q4 2016.

  • USA Financial Formulas reported no remaining Vanguard Consumer Staples ETF position as of Q4 2016 after selling out during the quarter.
  • USA Financial Formulas sold 22,977 Vanguard Consumer Staples ETF shares in Q4 2016, an estimated $3.15M.
  • USA Financial Formulas first reported a position in Vanguard Consumer Staples ETF in Q3 2016 and held it in 1 quarter.
  • USA Financial Formulas's Vanguard Consumer Staples ETF position peaked at $3.15M in Q3 2016.
  • 196 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2016.

Based on USA Financial Formulas's 13F filing for Q4 2016, filed 3 Mar 2017.