Allied Private Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Allied Private Wealth’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	$3.43K	Buy	+15	New	+$3.42K	﹤0.01%	658

Other funds holding VDC

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Calder Financial Downingtown, Pennsylvania $106M AUM

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return