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WFG Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

WFG Advisors’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
2017
Q2 		$355K Buy
2,514
+27
+1% +$3.86K 0.08% 257
2017
Q1 		$350K Sell
2,487
-298
-11% -$41.3K 0.09% 232
2016
Q4 		$373K Sell
2,785
-1,075
-28% -$144K 0.09% 241
2016
Q3 		$528K Buy
3,860
+229
+6% +$32.1K 0.13% 173
2016
Q2 		$513K Buy
3,631
+89
+3% +$12.1K 0.14% 169
2016
Q1 		$479K Sell
3,542
-29
-0.8% -$3.75K 0.14% 167
2015
Q4 		$461K Buy
3,571
+353
+11% +$45K 0.14% 175
2015
Q3 		$390K Buy
3,218
+218
+7% +$27.6K 0.12% 181
2015
Q2 		$375K Buy
3,000
+78
+3% +$9.92K 0.1% 215
2015
Q1 		$371K Sell
2,922
-380
-12% -$48.1K 0.1% 224
2014
Q4 		$414K Sell
3,302
-404
-11% -$49.7K 0.08% 264
2014
Q3 		$435K Sell
3,706
-117
-3% -$13.6K 0.08% 283
2014
Q2 		$443K Sell
3,823
-217
-5% -$24.7K 0.08% 278
2014
Q1 		$448K Buy
4,040
+50
+1% +$5.38K 0.09% 262
2013
Q4 		$439K Buy
3,990
+35
+0.9% +$3.83K 0.06% 333
2013
Q3 		$410K Sell
3,955
-697
-15% -$73.3K 0.06% 322
2013
Q2 		$475K Buy
+4,652
New +$481K 0.08% 274

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

WFG Advisors's VDC Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 1.1% in Q2 2017, buying an estimated $3.86K and bringing the position to 2,514 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #257.

WFG Advisors first reported a position in VDC in Q2 2013 and has held it in 17 quarters since. The position peaked at $528K in Q3 2016. 225 funds tracked by Wall St. Rank hold VDC as of Q2 2017.

  • WFG Advisors held 2,514 shares of Vanguard Consumer Staples ETF worth $355K as of Q2 2017.
  • WFG Advisors bought 27 Vanguard Consumer Staples ETF shares in Q2 2017, an estimated $3.86K.
  • Vanguard Consumer Staples ETF made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #257 holding.
  • WFG Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard Consumer Staples ETF position peaked at $528K in Q3 2016.
  • 225 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.