Avidian Wealth Enterprises
VDC icon

Avidian Wealth Enterprises’s Vanguard Consumer Staples ETF VDC Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$823K Buy
3,771
+2,353
+166% +$538K 0.02% 364
2026
Q2 		$320K Sell
1,418
-6
-0.4% -$1.37K 0.01% 581
2026
Q1 		$320K Buy
1,424
+22
+2% +$5.04K 0.01% 537
2025
Q4 		$296K Buy
1,402
+1
+0.1% +$213 0.01% 479
2025
Q3 		$299K Sell
1,401
-6
-0.4% -$1.32K 0.01% 471
2025
Q2 		$308K Hold
1,407
– – 0.01% 435
2025
Q1 		$308K Buy
1,407
+89
+7% +$19.2K 0.01% 414
2024
Q4 		$279K Buy
1,318
+1
+0.1% +$217 0.01% 416
2024
Q3 		$288K Buy
1,317
+108
+9% +$22.9K 0.01% 404
2024
Q2 		$245K Sell
1,209
-85
-7% -$17.3K 0.01% 435
2024
Q1 		$264K Hold
1,294
– – 0.01% 379
2023
Q4 		$247K Buy
+1,294
New +$237K 0.02% 377

Other funds holding VDC

CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Junk Investment Group
Junk Investment Group Hunt Valley, Maryland $241M AUM

Avidian Wealth Enterprises's VDC Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Consumer Staples ETF (VDC) stake by 166% in Q3 2026, buying an estimated $538K and bringing the position to 3,771 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #364.

Avidian Wealth Enterprises first reported a position in VDC in Q4 2023 and has held it in 12 quarters since. 195 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Avidian Wealth Enterprises held 3,771 shares of Vanguard Consumer Staples ETF worth $823K as of Q3 2026.
  • Avidian Wealth Enterprises bought 2,353 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $538K.
  • Vanguard Consumer Staples ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #364 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 12 quarters since.
  • 195 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.