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 Q3	$651K	Hold	2,983	–	–	0.12%	203
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Beacon Financial Advisory's VDC Position: Q3 2026 in Review

Beacon Financial Advisory held its Vanguard Consumer Staples ETF (VDC) position steady in Q3 2026 at 2,983 shares worth $651K. The position accounts for 0.12% of the portfolio, ranked #203.

Beacon Financial Advisory first reported a position in VDC in Q4 2019 and has held it in 11 quarters since. The position peaked at $757K in Q3 2024. 381 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

Beacon Financial Advisory held 2,983 shares of Vanguard Consumer Staples ETF worth $651K as of Q3 2026.
Beacon Financial Advisory left its Vanguard Consumer Staples ETF share count unchanged in Q3 2026.
Vanguard Consumer Staples ETF made up 0.12% of Beacon Financial Advisory's portfolio in Q3 2026, its #203 holding.
Beacon Financial Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 11 quarters since.
Beacon Financial Advisory's Vanguard Consumer Staples ETF position peaked at $757K in Q3 2024.
381 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.