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Wise Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Wise Wealth Partners’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 		– Sell
-6,912
Closed -$1.51M – 54
2025
Q2 		$1.51M Buy
+6,912
New +$1.52M 2.53% 10

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
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wise Wealth Partners's VDC Position: Q3 2025 in Review

Wise Wealth Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2025, closing a stake of 6,912 shares — an estimated $1.51M sold.

Wise Wealth Partners first reported a position in VDC in Q2 2025 and held it in 1 quarter. The position peaked at $1.51M in Q2 2025. 602 funds tracked by Wall St. Rank hold VDC as of Q3 2025.

  • Wise Wealth Partners reported no remaining Vanguard Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • Wise Wealth Partners sold 6,912 Vanguard Consumer Staples ETF shares in Q3 2025, an estimated $1.51M.
  • Wise Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q2 2025 and held it in 1 quarter.
  • Wise Wealth Partners's Vanguard Consumer Staples ETF position peaked at $1.51M in Q2 2025.
  • 602 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.

Based on Wise Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.