Atlantic Edge Private Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Atlantic Edge Private 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	$33.8K	Hold	150	–	–	0.01%	289
2026 Q1	$33.7K	Hold	150	–	–	0.01%	276
2025 Q4	$31.7K	Sell	150 -75	-33%	-$16K	0.01%	270
2025 Q3	$48.1K	Hold	225	–	–	0.01%	226
2025 Q2	$49.3K	Hold	225	–	–	0.01%	217
2025 Q1	$49.2K	Hold	225	–	–	0.02%	206
2024 Q4	$47.6K	Hold	225	–	–	0.01%	208
2024 Q3	$49.2K	Hold	225	–	–	0.02%	205
2024 Q2	$45.7K	Sell	225 -25	-10%	-$5.08K	0.02%	202
2024 Q1	$51K	Sell	250 -50	-17%	-$9.82K	0.02%	190
2023 Q4	$57.3K	Buy	+300	New	+$55K	0.02%	177

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

Atlantic Edge Private Wealth Management's VDC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 150 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #289.

Atlantic Edge Private Wealth Management first reported a position in VDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.3K in Q4 2023. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Atlantic Edge Private Wealth Management held 150 shares of Vanguard Consumer Staples ETF worth $33.8K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #289 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Consumer Staples ETF position peaked at $57.3K in Q4 2023.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.