Beacon Financial Advisory’s Vanguard Consumer Staples ETF VDC Stock Holding History

Beacon Financial Advisory’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	$673K	Buy	2,983 +1	+0%	+$228	0.13%	195
2026 Q1	$670K	Hold	2,982	–	–	0.15%	180
2025 Q4	$630K	Hold	2,982	–	–	0.15%	179
2025 Q3	$637K	Buy	2,982 +1	+0%	+$219	0.15%	171
2025 Q2	$653K	Hold	2,981	–	–	0.17%	155
2025 Q1	$652K	Buy	2,981 +1	+0%	+$216	0.2%	137
2024 Q4	$630K	Sell	2,980 -485	-14%	-$105K	0.2%	137
2024 Q3	$757K	Sell	3,465 -170	-5%	-$36.1K	0.26%	114
2024 Q2	$738K	Buy	+3,635	New	+$738K	0.28%	107
2020 Q1	–	Sell	-2,818	Closed	-$454K	–	165
2019 Q4	$454K	Buy	+2,818	New	+$442K	0.39%	79

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

Beacon Financial Advisory's VDC Position: Q2 2026 in Review

Beacon Financial Advisory increased its Vanguard Consumer Staples ETF (VDC) stake by 0.03% in Q2 2026, buying an estimated $228 and bringing the position to 2,983 shares worth $673K. The position accounts for 0.13% of the portfolio, ranked #195.

Beacon Financial Advisory first reported a position in VDC in Q4 2019 and has held it in 10 quarters since. The position peaked at $757K in Q3 2024. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Beacon Financial Advisory held 2,983 shares of Vanguard Consumer Staples ETF worth $673K as of Q2 2026.
Beacon Financial Advisory bought 1 Vanguard Consumer Staples ETF share in Q2 2026, an estimated $228.
Vanguard Consumer Staples ETF made up 0.13% of Beacon Financial Advisory's portfolio in Q2 2026, its #195 holding.
Beacon Financial Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 10 quarters since.
Beacon Financial Advisory's Vanguard Consumer Staples ETF position peaked at $757K in Q3 2024.
665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.