Avior Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Avior 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	$261K	Buy	1,157 +3	+0.3%	+$684	0.01%	690
2026 Q1	$259K	Buy	+1,154	New	+$264K	0.01%	725
2025 Q1	–	Sell	-657	Closed	-$139K	–	2270
2024 Q4	$139K	Buy	657 +60	+10%	+$13K	0.01%	801
2024 Q3	$130K	Buy	597 +24	+4%	+$5.09K	0.01%	810
2024 Q2	$116K	Buy	573 +6	+1%	+$1.22K	0.01%	814
2024 Q1	$116K	Buy	+567	New	+$111K	0.01%	905

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

Avior Wealth Management's VDC Position: Q2 2026 in Review

Avior Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 0.26% in Q2 2026, buying an estimated $684 and bringing the position to 1,157 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #690.

Avior Wealth Management first reported a position in VDC in Q1 2024 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Avior Wealth Management held 1,157 shares of Vanguard Consumer Staples ETF worth $261K as of Q2 2026.
Avior Wealth Management bought 3 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $684.
Vanguard Consumer Staples ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #690 holding.
Avior Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and has held it in 6 quarters since.
660 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.