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 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%	-$1.31K	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

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

Avidian Wealth Enterprises's VDC Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.42% in Q2 2026, selling an estimated $1.37K and leaving 1,418 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #581.

Avidian Wealth Enterprises first reported a position in VDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $320K in Q1 2026. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Avidian Wealth Enterprises held 1,418 shares of Vanguard Consumer Staples ETF worth $320K as of Q2 2026.
Avidian Wealth Enterprises sold 6 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $1.37K.
Vanguard Consumer Staples ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #581 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
Avidian Wealth Enterprises's Vanguard Consumer Staples ETF position peaked at $320K in Q1 2026.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.