Kellett Schaffner Wealth Advisors »

Vanguard Consumer Staples ETF shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Vanguard Consumer Staples ETF (VDC) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Vanguard Consumer Staples ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Consumer Staples ETF held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Consumer Staples ETF by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 17k 204.14
2023-12-31 $2.4M 13k 190.96
2023-09-30 $366k 2.0k 182.67

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Us Consum Discre (IYC)
Vanguard World Industrial Etf (VIS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Vanguard Consumer Staples ETF

Bank of America Corporation
Beacon Capital Management
Compass Financial Group
UBS Group
Wells Fargo & Company
Commonwealth Equity Services
Empower Advisory Group
Advisor Group Holdings
Royal Bank of Canada
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Marotta Asset Management
Branch Banking & Trust Company
Stifel Financial
Raymond James Financial Services Advisors

View all funds holding Vanguard Consumer Staples ETF