Axxcess Wealth Management
VDC icon

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

Axxcess 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
Q3 		$778K Buy
3,567
+352
+11% +$80.5K 0.03% 443
2026
Q2 		$725K Buy
3,215
+18
+0.6% +$4.1K 0.01% 614
2026
Q1 		$718K Buy
3,197
+122
+4% +$27.9K 0.02% 269
2025
Q4 		$650K Sell
3,075
-1,264
-29% -$269K 0.01% 623
2025
Q3 		$927K Buy
4,339
+224
+5% +$49.1K 0.02% 461
2025
Q2 		$901K Sell
4,115
-445
-10% -$97.5K 0.02% 454
2025
Q1 		$998K Sell
4,560
-2,813
-38% -$608K 0.03% 396
2024
Q4 		$1.56M Sell
7,373
-1,753
-19% -$380K 0.04% 324
2024
Q3 		$1.99M Sell
9,126
-2,199
-19% -$467K 0.05% 267
2024
Q2 		$2.3M Buy
11,325
+6,881
+155% +$1.4M 0.06% 231
2024
Q1 		$907K Buy
+4,444
New +$873K 0.02% 396
2023
Q3 		– Sell
-1,335
Closed -$260K – 846
2023
Q2 		$260K Buy
1,335
+97
+8% +$19K 0.02% 484
2023
Q1 		$240K Buy
+1,238
New +$235K 0.02% 543
2022
Q4 		– Sell
-1,863
Closed -$320K – 692
2022
Q3 		$320K Buy
+1,863
New +$352K 0.03% 389
2022
Q2 		– Sell
-6,504
Closed -$1.27M – 675
2022
Q1 		$1.27M Buy
6,504
+2,051
+46% +$400K 0.1% 176
2021
Q4 		$890K Buy
+4,453
New +$839K 0.06% 236

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
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

Axxcess Wealth Management's VDC Position: Q3 2026 in Review

Axxcess Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 11% in Q3 2026, buying an estimated $80.5K and bringing the position to 3,567 shares worth $778K. The position accounts for 0.03% of the portfolio, ranked #443.

Axxcess Wealth Management first reported a position in VDC in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.3M in Q2 2024. 243 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Axxcess Wealth Management held 3,567 shares of Vanguard Consumer Staples ETF worth $778K as of Q3 2026.
  • Axxcess Wealth Management bought 352 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $80.5K.
  • Vanguard Consumer Staples ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #443 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 16 quarters since.
  • Axxcess Wealth Management's Vanguard Consumer Staples ETF position peaked at $2.3M in Q2 2024.
  • 243 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.