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 Q2	$225K	Hold	1,000	–	–	0.02%	177
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 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

Apriem Advisors's VDC Position: Q2 2026 in Review

Apriem Advisors held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 1,000 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #177.

Apriem Advisors first reported a position in VDC in Q3 2016 and has held it in 26 quarters since. The position peaked at $4.97M in Q4 2017. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Apriem Advisors held 1,000 shares of Vanguard Consumer Staples ETF worth $225K as of Q2 2026.
Apriem Advisors left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.02% of Apriem Advisors's portfolio in Q2 2026, its #177 holding.
Apriem Advisors first reported a position in Vanguard Consumer Staples ETF in Q3 2016 and has held it in 26 quarters since.
Apriem Advisors's Vanguard Consumer Staples ETF position peaked at $4.97M in Q4 2017.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.