Truepoint, Inc. Vanguard Consumer Staples ETF Transaction History

Truepoint, Inc.

$3.65 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$171.56 - $199.59 $198,494 - $230,925	1,157 New	1,157 $221,000

Others Institutions Holding VDC

# of Institutions

649

Shares Held

15.5M

Call Options Held

1.9K

Put Options Held

3K

Bank Of America Corp Charlotte, NC

3.4M
Shares

$732 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

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
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