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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beacon Financial Advisory's VDC Position: Q1 2026 in Review

Beacon Financial Advisory held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 2,982 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #180.

Beacon Financial Advisory first reported a position in VDC in Q4 2019 and has held it in 9 quarters since. The position peaked at $757K in Q3 2024. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Beacon Financial Advisory held 2,982 shares of Vanguard Consumer Staples ETF worth $670K as of Q1 2026.
Beacon Financial Advisory left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
Vanguard Consumer Staples ETF made up 0.15% of Beacon Financial Advisory's portfolio in Q1 2026, its #180 holding.
Beacon Financial Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 9 quarters since.
Beacon Financial Advisory's Vanguard Consumer Staples ETF position peaked at $757K in Q3 2024.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.