VDC — VANGUARD CONSUM STP ETF

Ownership history in Weitzel Financial Services, Inc.  ·  15 quarters on record

AI Ownership Summary

Weitzel Financial Services, Inc. reported VANGUARD CONSUM STP ETF (VDC) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.81% in 2025 Q1. The latest visible filing shows VDC at 3.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Weitzel Financial Services, Inc.'s position in VANGUARD CONSUM STP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VDC was reported at 3.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VDC stock page Weitzel Financial Services, Inc. fund profile Weitzel Financial Services, Inc. full holdings
How Weitzel Financial Services, Inc. held VDC — position size vs. price
% of Fund (quarterly)    VDC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 37,499 +480 +1.3% 3.06% $7.9M 2026-02-14 (Est.) $241.30
2025 Q3 ADDED 37,019 +520 +1.4% 3.22% $7.9M 2025-10-14 $213.47
2025 Q2 ADDED 36,499 +177 +0.5% 3.43% $8.1M 2025-08-12 $219.98
2025 Q1 ADDED 36,322 +6,114 +20.2% 3.81% $8.0M 2025-05-15 $214.87
2024 Q4 REDUCED 30,208 -306 -1.0% 3.02% $6.4M 2025-02-14 $215.12
2024 Q3 REDUCED 30,514 -2,198 -6.7% 3.12% $6.7M 2024-10-31 $205.14
2024 Q2 ADDED 32,712 +155 +0.5% 3.29% $6.6M 2024-08-06 $199.25
2024 Q1 ADDED 32,557 +9,431 +40.8% 3.33% $6.6M 2024-04-10 $189.28
2023 Q4 REDUCED 23,126 -314 -1.3% 2.40% $4.5M 2024-02-14 $183.35
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VDC

As of 2025 Q4 — sorted by position size

Compass Financial Group, INC/SD 3Y 13.61% Blackston Financial Advisory Group, LLC 3Y 5.73% Beacon Capital Management, Inc. 3Y 7Y 5.11% Richmond Brothers, Inc. 3Y 4.07% Blankinship & Foster, LLC 3Y 7Y 3.67% SELDON CAPITAL LP 3Y 3.48% REDSTONE WEALTH MANAGEMENT, LLC 3.47% HC Advisors, LLC 3Y 2.96% SOUTHERN CAPITAL SERVICES INC /ADV 2.95% Opus Financial Solutions LLC 2.95%

FAQ About Weitzel Financial Services, Inc. and VDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Weitzel Financial Services, Inc. reported owning VDC?

Weitzel Financial Services, Inc. reported VDC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VDC position in Weitzel Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for VDC was 3.81% in 2025 Q1.

What is the latest reported VDC position on this page?

The most recent filing on this page is 2025 Q4, when Weitzel Financial Services, Inc. reported 37,499 shares, equal to 3.06% of portfolio, with an estimated market value of $7.9M.

What does the chart on this VDC ownership page compare?

The chart compares Weitzel Financial Services, Inc.'s quarterly VDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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