WFA Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

WFA Asset 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 Q3	$64.2K	Buy	294 +3	+1%	+$657	0.03%	87
2025 Q2	$59.2K	Sell	291 -60	-17%	-$13.2K	0.03%	92
2025 Q1	$71.6K	Buy	351 +54	+18%	+$11.7K	0.04%	87
2024 Q4	$62.8K	Buy	297 +3	+1%	+$650	0.03%	99
2024 Q3	$64.2K	Buy	294 +3	+1%	+$637	0.03%	88
2024 Q2	$59.2K	Sell	291 -60	-17%	-$12.2K	0.03%	92
2024 Q1	$71.6K	Sell	351 -48	-12%	-$9.43K	0.04%	87
2023 Q4	$76.3K	Sell	399 -85	-18%	-$15.6K	0.04%	72
2023 Q3	$88.4K	Buy	484 +4	+0.8%	+$772	0.05%	74
2023 Q2	$93.4K	Hold	480	–	–	0.06%	74
2023 Q1	$93K	Buy	480 +2	+0.4%	+$379	0.06%	75
2022 Q4	$91.6K	Buy	478 +6	+1%	+$1.13K	0.06%	74
2022 Q3	$81K	Buy	472 +45	+11%	+$8.49K	0.06%	72
2022 Q2	$79.1K	Buy	427 +116	+37%	+$22.4K	0.06%	77
2022 Q1	$60.9K	Buy	311 +206	+196%	+$40.1K	0.04%	88
2021 Q4	$20.9K	Buy	+105	New	+$19.8K	0.01%	123

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFA Asset Management's VDC Position: Q3 2025 in Review

WFA Asset Management increased its Vanguard Consumer Staples ETF (VDC) stake by 1% in Q3 2025, buying an estimated $657 and bringing the position to 294 shares worth $64.2K. The position accounts for 0.03% of the portfolio, ranked #87.

WFA Asset Management first reported a position in VDC in Q4 2021 and has held it in 16 quarters since. The position peaked at $93.4K in Q2 2023. 603 funds tracked by Wall St. Rank hold VDC as of Q3 2025.

WFA Asset Management held 294 shares of Vanguard Consumer Staples ETF worth $64.2K as of Q3 2025.
WFA Asset Management bought 3 Vanguard Consumer Staples ETF shares in Q3 2025, an estimated $657.
Vanguard Consumer Staples ETF made up 0.03% of WFA Asset Management's portfolio in Q3 2025, its #87 holding.
WFA Asset Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Vanguard Consumer Staples ETF position peaked at $93.4K in Q2 2023.
603 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.