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 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

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

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

Axxcess Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 0.56% in Q2 2026, buying an estimated $4.1K and bringing the position to 3,215 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #614.

Axxcess Wealth Management first reported a position in VDC in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.3M in Q2 2024. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Axxcess Wealth Management held 3,215 shares of Vanguard Consumer Staples ETF worth $725K as of Q2 2026.
Axxcess Wealth Management bought 18 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $4.1K.
Vanguard Consumer Staples ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #614 holding.
Axxcess Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 15 quarters since.
Axxcess Wealth Management's Vanguard Consumer Staples ETF position peaked at $2.3M in Q2 2024.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.