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Vanguard Consumer Staples ETF shares owned by Joule Financial

Quarter-by-quarter ownership of Vanguard Consumer Staples ETF (VDC) shares owned by Joule Financial from 13F filings

Historical chart of Joule Financial investment in Vanguard Consumer Staples ETF

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20252M3M4M10k15k20k25k
Value ($)Share countHistorical VDC position of Joule Financial Source: stockzoa.comValue ($)Share count

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All positions including Vanguard Consumer Staples ETF held by Joule Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Consumer Staples ETF by Joule Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.2M 15k 218.82
2024-12-31 $2.9M 14k 211.38
2024-09-30 $2.8M 13k 219.80
2024-06-30 $1.6M 8.0k 204.57
2024-03-31 $1.6M 8.0k 204.14
2023-12-31 $1.5M 7.7k 190.98
2023-09-30 $1.4M 7.5k 183.69
2023-06-30 $1.6M 8.0k 195.84
2023-03-31 $1.5M 8.0k 193.51
2022-12-31 $4.1M 21k 191.57
2022-09-30 $4.1M 24k 171.79
2022-06-30 $4.5M 24k 185.33

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard World Inf Tech Etf (VGT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Consum Stp Etf (VDC)
Vanguard World Financials Etf (VFH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Joule Financial

Top funds holding Vanguard Consumer Staples ETF

Bank of America Corporation
Wellspring Financial Advisors
Beacon Capital Management
LPL Financial
Morgan Stanley
Compass Financial Group
Envestnet Asset Management
UBS Group
Green Harvest Asset Management
Morningstar Investment Management
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
Empower Advisory Group
Ameriprise Financial

View all funds holding Vanguard Consumer Staples ETF