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

AE 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	$1.16M	Buy	5,159 +517	+11%	+$118K	0.01%	855
2026 Q1	$1.04M	Sell	4,642 -1,356	-23%	-$311K	0.01%	829
2025 Q4	$1.27M	Buy	5,998 +802	+15%	+$171K	0.01%	736
2025 Q3	$1.11M	Buy	5,196 +1,577	+44%	+$346K	0.01%	729
2025 Q2	$793K	Buy	3,619 +185	+5%	+$40.6K	0.01%	785
2025 Q1	$751K	Buy	3,434 +326	+10%	+$70.4K	0.01%	793
2024 Q4	$657K	Sell	3,108 -125	-4%	-$27.1K	0.01%	821
2024 Q3	$706K	Sell	3,233 -241	-7%	-$51.1K	0.01%	796
2024 Q2	$705K	Buy	3,474 +760	+28%	+$154K	0.01%	793
2024 Q1	$554K	Sell	2,714 -22,536	-89%	-$4.43M	0.01%	789
2023 Q4	$4.85M	Sell	25,250 -27,768	-52%	-$5.09M	0.02%	600
2023 Q3	$9.68M	Buy	53,018 +983	+2%	+$190K	0.06%	388
2023 Q2	$10.1M	Sell	52,035 -92,876	-64%	-$18.1M	0.06%	370
2023 Q1	$28M	Buy	144,911 +4,239	+3%	+$803K	0.18%	133
2022 Q4	$26.9M	Buy	140,672 +2,482	+2%	+$467K	0.19%	114
2022 Q3	$23.7M	Sell	138,190 -14,621	-10%	-$2.76M	0.19%	121
2022 Q2	$28.3M	Buy	152,811 +3,012	+2%	+$582K	0.23%	104
2022 Q1	$29.3M	Buy	149,799 +119,635	+397%	+$23.3M	0.2%	108
2021 Q4	$6.03M	Buy	30,164 +3,369	+13%	+$635K	0.04%	386
2021 Q3	$4.8M	Buy	26,795 +3,454	+15%	+$639K	0.04%	393
2021 Q2	$4.26M	Buy	23,341 +7,378	+46%	+$1.35M	0.04%	415
2021 Q1	$2.85M	Sell	15,963 -428	-3%	-$73.4K	0.03%	471
2020 Q4	$2.85M	Buy	16,391 +1,026	+7%	+$174K	0.03%	393
2020 Q3	$2.51M	Sell	15,365 -11,724	-43%	-$1.89M	0.04%	374
2020 Q2	$4.05M	Sell	27,089 -15,905	-37%	-$2.36M	0.06%	260
2020 Q1	$5.92M	Buy	42,994 +29,583	+221%	+$4.56M	0.14%	143
2019 Q4	$2.16M	Buy	13,411 +487	+4%	+$76.5K	0.05%	326
2019 Q3	$2.02M	Buy	12,924 +737	+6%	+$113K	0.06%	272
2019 Q2	$1.81M	Buy	12,187 +3,139	+35%	+$462K	0.05%	263
2019 Q1	$1.31M	Buy	9,048 +985	+12%	+$137K	0.09%	180
2018 Q4	$1.06M	Sell	8,063 -3,196	-28%	-$448K	0.18%	141
2018 Q3	$1.58M	Sell	11,259 -1,620	-13%	-$226K	0.09%	162
2018 Q2	$1.73M	Sell	12,879 -1,095	-8%	-$145K	0.12%	111
2018 Q1	$1.9M	Sell	13,974 -7,480	-35%	-$1.06M	0.15%	97
2017 Q4	$3.13M	Buy	21,454 +8,834	+70%	+$1.25M	0.28%	66
2017 Q3	$1.75M	Buy	12,620 +295	+2%	+$41.6K	0.16%	90
2017 Q2	$1.74M	Buy	12,325 +4,629	+60%	+$662K	0.21%	82
2017 Q1	$1.08M	Buy	7,696 +1,649	+27%	+$229K	0.2%	95
2016 Q4	$810K	Buy	+6,047	New	+$808K	0.33%	79

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

AE Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 11% in Q2 2026, buying an estimated $118K and bringing the position to 5,159 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #855.

AE Wealth Management first reported a position in VDC in Q4 2016 and has held it in 39 quarters since. The position peaked at $29.3M in Q1 2022. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

AE Wealth Management held 5,159 shares of Vanguard Consumer Staples ETF worth $1.16M as of Q2 2026.
AE Wealth Management bought 517 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $118K.
Vanguard Consumer Staples ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #855 holding.
AE Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2016 and has held it in 39 quarters since.
AE Wealth Management's Vanguard Consumer Staples ETF position peaked at $29.3M in Q1 2022.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.