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

Accel 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 Q2	$2.07M	Sell	9,195 -195	-2%	-$44.4K	0.47%	51
2026 Q1	$2.11M	Buy	9,390 +19	+0.2%	+$4.35K	0.55%	44
2025 Q4	$1.98M	Sell	9,371 -192	-2%	-$40.8K	0.54%	47
2025 Q3	$2.04M	Buy	9,563 +194	+2%	+$42.5K	0.59%	44
2025 Q2	$2.05M	Buy	9,369 +46	+0.5%	+$10.1K	0.68%	37
2025 Q1	$2.04M	Buy	9,323 +4	+0%	+$864	0.74%	33
2024 Q4	$1.97M	Buy	9,319 +300	+3%	+$65K	0.75%	34
2024 Q3	$1.97M	Buy	9,019 +106	+1%	+$22.5K	0.73%	36
2024 Q2	$1.81M	Buy	8,913 +204	+2%	+$41.4K	0.72%	36
2024 Q1	$1.78M	Sell	8,709 -326	-4%	-$64K	0.75%	39
2023 Q4	$1.73M	Buy	9,035 +89	+1%	+$16.3K	0.87%	31
2023 Q3	$1.63M	Buy	8,946 +637	+8%	+$123K	0.91%	30
2023 Q2	$1.62M	Buy	8,309 +579	+7%	+$113K	0.89%	33
2023 Q1	$1.5M	Buy	7,730 +70	+0.9%	+$13.3K	0.61%	42
2022 Q4	$1.47M	Sell	7,660 -153	-2%	-$28.8K	0.7%	39
2022 Q3	$1.39M	Buy	7,813 +19	+0.2%	+$3.59K	0.74%	36
2022 Q2	$1.46M	Buy	7,794 +289	+4%	+$55.9K	0.84%	30
2022 Q1	$1.49M	Buy	7,505 +4	+0.1%	+$779	0.77%	38
2021 Q4	$1.5M	Buy	7,501 +5,065	+208%	+$954K	0.73%	38
2021 Q3	$437K	Sell	2,436 -1,993	-45%	-$369K	0.28%	72
2021 Q2	$808K	Buy	4,429 +359	+9%	+$65.6K	0.54%	44
2021 Q1	$725K	Buy	4,070 +163	+4%	+$28K	0.59%	41
2020 Q4	$680K	Buy	+3,907	New	+$663K	0.63%	36

Other funds holding VDC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Accel Wealth Management's VDC Position: Q2 2026 in Review

Accel Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 2.1% in Q2 2026, selling an estimated $44.4K and leaving 9,195 shares worth $2.07M. The position accounts for 0.47% of the portfolio, ranked #51.

Accel Wealth Management first reported a position in VDC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.11M in Q1 2026. 260 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Accel Wealth Management held 9,195 shares of Vanguard Consumer Staples ETF worth $2.07M as of Q2 2026.
Accel Wealth Management sold 195 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $44.4K.
Vanguard Consumer Staples ETF made up 0.47% of Accel Wealth Management's portfolio in Q2 2026, its #51 holding.
Accel Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 23 quarters since.
Accel Wealth Management's Vanguard Consumer Staples ETF position peaked at $2.11M in Q1 2026.
260 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.