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Axiom Financial Strategies’s Vanguard Consumer Staples ETF VDC Stock Holding History

Axiom Financial Strategies’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
Q1 		– Sell
-4,383
Closed -$926K – 41
2025
Q4 		$926K Buy
4,383
+52
+1% +$11.1K 0.39% 27
2025
Q3 		$926K Sell
4,331
-3,010
-41% -$660K 0.4% 27
2025
Q2 		$1.61M Sell
7,341
-155
-2% -$34K 0.9% 21
2025
Q1 		$1.64M Sell
7,496
-124
-2% -$26.8K 0.97% 20
2024
Q4 		$1.61M Sell
7,620
-2,427
-24% -$526K 0.9% 21
2024
Q3 		$2.2M Sell
10,047
-3,605
-26% -$765K 1.16% 20
2024
Q2 		$2.77M Buy
13,652
+38
+0.3% +$7.72K 1.8% 17
2024
Q1 		$2.78M Sell
13,614
-403
-3% -$79.2K 1.77% 17
2023
Q4 		$2.68M Buy
14,017
+18
+0.1% +$3.3K 1.74% 17
2023
Q3 		$2.56M Sell
13,999
-1,880
-12% -$363K 1.72% 18
2023
Q2 		$3.09M Sell
15,879
-119
-0.7% -$23.3K 1.77% 21
2023
Q1 		$3.1M Buy
15,998
+284
+2% +$53.8K 1.72% 20
2022
Q4 		$3.01M Buy
15,714
+277
+2% +$52.1K 1.89% 21
2022
Q3 		$2.65M Buy
15,437
+12,602
+445% +$2.38M 1.41% 21
2022
Q2 		$525K Buy
+2,835
New +$548K 0.28% 43
2021
Q2 		– Sell
-13,220
Closed -$2.36M – 79
2021
Q1 		$2.36M Sell
13,220
-113
-0.8% -$19.4K 1.16% 19
2020
Q4 		$2.18M Hold
13,333
– – 1.31% 20
2020
Q3 		$2.18M Buy
13,333
+149
+1% +$24K 1.31% 20
2020
Q2 		$1.97M Buy
13,184
+3,732
+39% +$553K 1.29% 22
2020
Q1 		$1.3M Buy
+9,452
New +$1.46M 1.05% 21

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
PGIM Custom Harvest
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 $922M AUM 16.07% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Axiom Financial Strategies's VDC Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 4,383 shares — an estimated $926K sold.

Axiom Financial Strategies first reported a position in VDC in Q1 2020 and held it in 20 quarters. The position peaked at $3.1M in Q1 2023. 633 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 4,383 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $926K.
  • Axiom Financial Strategies first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and held it in 20 quarters.
  • Axiom Financial Strategies's Vanguard Consumer Staples ETF position peaked at $3.1M in Q1 2023.
  • 633 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.