Beacon Pointe Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Beacon Pointe Advisors’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	$2.06M	Sell	9,155 -328	-3%	-$74.8K	0.01%	755
2026 Q1	$2.13M	Buy	9,483 +191	+2%	+$43.7K	0.01%	707
2025 Q4	$1.96M	Buy	9,292 +681	+8%	+$145K	0.01%	613
2025 Q3	$1.84M	Buy	8,611 +277	+3%	+$60.7K	0.02%	565
2025 Q2	$1.83M	Sell	8,334 -28	-0.3%	-$6.14K	0.02%	504
2025 Q1	$1.83M	Sell	8,362 -540	-6%	-$117K	0.02%	483
2024 Q4	$1.88M	Buy	8,902 +71	+0.8%	+$15.4K	0.02%	472
2024 Q3	$1.93M	Sell	8,831 -165	-2%	-$35K	0.02%	483
2024 Q2	$1.83M	Sell	8,996 -6,926	-43%	-$1.41M	0.02%	497
2024 Q1	$3.25M	Buy	+15,922	New	+$3.13M	0.04%	389

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 Pointe Advisors's VDC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 3.5% in Q2 2026, selling an estimated $74.8K and leaving 9,155 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #755.

Beacon Pointe Advisors first reported a position in VDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.25M in Q1 2024. 661 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Beacon Pointe Advisors held 9,155 shares of Vanguard Consumer Staples ETF worth $2.06M as of Q2 2026.
Beacon Pointe Advisors sold 328 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $74.8K.
Vanguard Consumer Staples ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #755 holding.
Beacon Pointe Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and has held it in 10 quarters since.
Beacon Pointe Advisors's Vanguard Consumer Staples ETF position peaked at $3.25M in Q1 2024.
661 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.