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Apriem Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Apriem Advisors’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 		$225K Hold
1,000
– – 0.02% 171
2025
Q4 		$211K Hold
1,000
– – 0.02% 179
2025
Q3 		$214K Hold
1,000
– – 0.02% 181
2025
Q2 		$219K Hold
1,000
– – 0.02% 176
2025
Q1 		$219K Hold
1,000
– – 0.03% 171
2024
Q4 		$211K Hold
1,000
– – 0.02% 177
2024
Q3 		$218K Hold
1,000
– – 0.03% 164
2024
Q2 		$203K Hold
1,000
– – 0.02% 167
2024
Q1 		$204K Buy
+1,000
New +$196K 0.03% 164
2021
Q4 		– Sell
-1,800
Closed -$323K – 151
2021
Q3 		$323K Hold
1,800
– – 0.05% 114
2021
Q2 		$329K Hold
1,800
– – 0.05% 116
2021
Q1 		$321K Hold
1,800
– – 0.05% 110
2020
Q4 		$313K Sell
1,800
-50
-3% -$8.48K 0.06% 101
2020
Q3 		$302K Hold
1,850
– – 0.06% 100
2020
Q2 		$277K Hold
1,850
– – 0.06% 98
2020
Q1 		$255K Hold
1,850
– – 0.06% 90
2019
Q4 		$298K Buy
+1,850
New +$290K 0.06% 101
2018
Q3 		– Sell
-340
Closed -$46K – 371
2018
Q2 		$46K Sell
340
-35,808
-99% -$4.74M 0.01% 253
2018
Q1 		$4.92M Buy
36,148
+2,140
+6% +$303K 1.2% 26
2017
Q4 		$4.97M Buy
34,008
+1,556
+5% +$219K 1.23% 24
2017
Q3 		$4.5M Buy
32,452
+4,055
+14% +$571K 1.12% 24
2017
Q2 		$4M Buy
28,397
+775
+3% +$111K 1.06% 31
2017
Q1 		$3.88M Buy
27,622
+1,540
+6% +$214K 1.06% 30
2016
Q4 		$3.5M Buy
26,082
+462
+2% +$61.8K 1.04% 33
2016
Q3 		$3.51M Buy
+25,620
New +$3.59M 1.05% 30

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apriem Advisors's VDC Position: Q1 2026 in Review

Apriem Advisors held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 1,000 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #171.

Apriem Advisors first reported a position in VDC in Q3 2016 and has held it in 25 quarters since. The position peaked at $4.97M in Q4 2017. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Apriem Advisors held 1,000 shares of Vanguard Consumer Staples ETF worth $225K as of Q1 2026.
  • Apriem Advisors left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
  • Vanguard Consumer Staples ETF made up 0.02% of Apriem Advisors's portfolio in Q1 2026, its #171 holding.
  • Apriem Advisors first reported a position in Vanguard Consumer Staples ETF in Q3 2016 and has held it in 25 quarters since.
  • Apriem Advisors's Vanguard Consumer Staples ETF position peaked at $4.97M in Q4 2017.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.