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WMG Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

WMG Financial 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
2025
Q4 		– Sell
-1,158
Closed -$247K – 203
2025
Q3 		$247K Sell
1,158
-22
-2% -$4.82K 0.08% 168
2025
Q2 		$258K Buy
1,180
+37
+3% +$8.11K 0.1% 153
2025
Q1 		$250K Sell
1,143
-53
-4% -$11.5K 0.11% 140
2024
Q4 		$253K Sell
1,196
-23
-2% -$4.98K 0.11% 139
2024
Q3 		$266K Buy
1,219
+14
+1% +$2.97K 0.12% 128
2024
Q2 		$245K Hold
1,205
– – 0.13% 129
2024
Q1 		$246K Sell
1,205
-25
-2% -$4.91K 0.14% 115
2023
Q4 		$235K Sell
1,230
-78
-6% -$14.3K 0.15% 96
2023
Q3 		$239K Hold
1,308
– – 0.2% 84
2023
Q2 		$254K Sell
1,308
-8
-0.6% -$1.56K 0.19% 91
2023
Q1 		$255K Hold
1,316
– – 0.21% 86
2022
Q4 		$252K Buy
1,316
+30
+2% +$5.64K 0.21% 101
2022
Q3 		$220K Buy
1,286
+78
+6% +$14.7K 0.2% 120
2022
Q2 		$226K Buy
+1,208
New +$234K 0.2% 120

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WMG Financial Advisors's VDC Position: Q4 2025 in Review

WMG Financial Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2025, closing a stake of 1,158 shares — an estimated $247K sold.

WMG Financial Advisors first reported a position in VDC in Q2 2022 and held it in 14 quarters. The position peaked at $266K in Q3 2024. 633 funds tracked by Wall St. Rank hold VDC as of Q4 2025.

  • WMG Financial Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 1,158 Vanguard Consumer Staples ETF shares in Q4 2025, an estimated $247K.
  • WMG Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and held it in 14 quarters.
  • WMG Financial Advisors's Vanguard Consumer Staples ETF position peaked at $266K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.