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

Avondale 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 		$289K Sell
1,280
-100
-7% -$22.8K 0.12% 58
2026
Q1 		$310K Sell
1,380
-845
-38% -$194K 0.15% 53
2025
Q4 		$470K Buy
2,225
+645
+41% +$137K 0.24% 41
2025
Q3 		$338K Sell
1,580
-450
-22% -$98.6K 0.18% 47
2025
Q2 		$445K Sell
2,030
-1,150
-36% -$252K 0.25% 41
2025
Q1 		$696K Buy
3,180
+650
+26% +$140K 0.44% 32
2024
Q4 		$535K Buy
2,530
+1,300
+106% +$282K 0.34% 32
2024
Q3 		$269K Sell
1,230
-1,800
-59% -$382K 0.17% 43
2024
Q2 		$615K Buy
3,030
+1,100
+57% +$223K 0.42% 27
2024
Q1 		$394K Sell
1,930
-250
-11% -$49.1K 0.28% 31
2023
Q4 		$416K Sell
2,180
-1,138
-34% -$209K 0.34% 27
2023
Q3 		$606K Sell
3,318
-2,100
-39% -$405K 0.53% 23
2023
Q2 		$1.05M Sell
5,418
-2,600
-32% -$508K 0.88% 16
2023
Q1 		$1.55M Sell
8,018
-1,413
-15% -$268K 1.34% 14
2022
Q4 		$1.81M Buy
9,431
+1,375
+17% +$259K 1.57% 12
2022
Q3 		$1.38M Buy
8,056
+925
+13% +$175K 1.51% 13
2022
Q2 		$1.32M Buy
7,131
+2,109
+42% +$408K 1.53% 12
2022
Q1 		$984K Buy
5,022
+1,580
+46% +$308K 1.16% 14
2021
Q4 		$688K Buy
3,442
+500
+17% +$94.2K 0.7% 19
2021
Q3 		$527K Hold
2,942
– – 0.51% 27
2021
Q2 		$537K Buy
2,942
+125
+4% +$22.8K 0.5% 28
2021
Q1 		$502K Sell
2,817
-290
-9% -$49.8K 0.49% 26
2020
Q4 		$540K Hold
3,107
– – 0.63% 18
2020
Q3 		$508K Buy
3,107
+1,600
+106% +$258K 0.77% 13
2020
Q2 		$225K Buy
1,507
+1,057
+235% +$157K 0.32% 24
2020
Q1 		$62K Hold
450
– – 0.1% 33
2019
Q4 		$73K Sell
450
-1,250
-74% -$196K 0.11% 32
2019
Q3 		$266K Buy
1,700
+1,250
+278% +$192K 0.44% 20
2019
Q2 		$67K Sell
450
-276
-38% -$40.7K 0.05% 37
2019
Q1 		$105K Buy
726
+1
+0.1% +$139 0.08% 29
2018
Q4 		$95K Buy
+725
New +$102K 0.08% 29
2018
Q1 		– Sell
-44,636
Closed -$6.52M – 119
2017
Q4 		$6.52M Buy
+44,636
New +$6.3M 5.71% 8

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Avondale Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 7.2% in Q2 2026, selling an estimated $22.8K and leaving 1,280 shares worth $289K. The position accounts for 0.12% of the portfolio, ranked #58.

Avondale Wealth Management first reported a position in VDC in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.52M in Q4 2017. 661 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Avondale Wealth Management held 1,280 shares of Vanguard Consumer Staples ETF worth $289K as of Q2 2026.
  • Avondale Wealth Management sold 100 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $22.8K.
  • Vanguard Consumer Staples ETF made up 0.12% of Avondale Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Avondale Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and has held it in 32 quarters since.
  • Avondale Wealth Management's Vanguard Consumer Staples ETF position peaked at $6.52M in Q4 2017.
  • 661 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

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