Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Consumer Staples ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 12, 2018	SELL	N/A	-1,658 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	1,658	1,658 $230,000

Others Institutions Holding VDC

# of Institutions

630

Shares Held

15.2M

Call Options Held

1.9K

Put Options Held

Bank Of America Corp Charlotte, NC

3.4M
Shares

$733 Million
0.06% of portfolio
Wellspring Financial Advisors, LLC Cleveland, OH

792K
Shares

$171 Million
0.18% of portfolio
Beacon Capital Management, Inc.

731K
Shares

$158 Million
6.88% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$148 Million
0.07% of portfolio
Morgan Stanley New York, NY

657K
Shares

$142 Million
0.01% of portfolio

View Full List

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

More about VDC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Account