21 West Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

21 West Wealth Management’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,291	Closed	-$273K	–	65
2025 Q4	$273K	Hold	1,291	–	–	0.25%	54
2025 Q3	$276K	Hold	1,291	–	–	0.26%	54
2025 Q2	$283K	Buy	+1,291	New	+$283K	0.29%	53

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

21 West Wealth Management's VDC Position: Q1 2026 in Review

21 West Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 1,291 shares — an estimated $273K sold.

21 West Wealth Management first reported a position in VDC in Q2 2025 and held it in 3 quarters. The position peaked at $283K in Q2 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

21 West Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
21 West Wealth Management sold 1,291 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $273K.
21 West Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2025 and held it in 3 quarters.
21 West Wealth Management's Vanguard Consumer Staples ETF position peaked at $283K in Q2 2025.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on 21 West Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.