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Belpointe Asset Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Belpointe Asset 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 		$955K Sell
4,234
-43
-1% -$9.8K 0.03% 511
2026
Q1 		$961K Buy
4,277
+221
+5% +$50.6K 0.04% 467
2025
Q4 		$857K Sell
4,056
-6,575
-62% -$1.4M 0.03% 487
2025
Q3 		$2.27M Buy
10,631
+763
+8% +$167K 0.09% 201
2025
Q2 		$2.16M Buy
9,868
+1,233
+14% +$270K 0.09% 192
2025
Q1 		$1.89M Buy
+8,635
New +$1.87M 0.1% 192
2023
Q2 		– Sell
-2,010
Closed -$389K – 3273
2023
Q1 		$389K Sell
2,010
-238
-11% -$45.1K 0.02% 648
2022
Q4 		$431K Sell
2,248
-538
-19% -$101K 0.03% 605
2022
Q3 		$478K Sell
2,786
-259
-9% -$48.9K 0.03% 522
2022
Q2 		$564K Sell
3,045
-142
-4% -$27.5K 0.04% 439
2022
Q1 		$624K Sell
3,187
-50
-2% -$9.74K 0.04% 463
2021
Q4 		$647K Sell
3,237
-368
-10% -$69.3K 0.04% 444
2021
Q3 		$646K Buy
3,605
+893
+33% +$165K 0.04% 434
2021
Q2 		$495K Sell
2,712
-222
-8% -$40.6K 0.04% 503
2021
Q1 		$523K Buy
2,934
+108
+4% +$18.5K 0.04% 423
2020
Q4 		$492K Buy
2,826
+565
+25% +$95.9K 0.04% 407
2020
Q3 		$369K Buy
2,261
+71
+3% +$11.4K 0.04% 382
2020
Q2 		$328K Sell
2,190
-10
-0.5% -$1.48K 0.04% 386
2020
Q1 		$303K Sell
2,200
-10
-0.5% -$1.54K 0.05% 334
2019
Q4 		$356K Sell
2,210
-21
-0.9% -$3.3K 0.05% 407
2019
Q3 		$349K Sell
2,231
-59
-3% -$9.07K 0.06% 367
2019
Q2 		$341K Buy
+2,290
New +$337K 0.07% 310
2019
Q1 		– Sell
-2,559
Closed -$336K – 573
2018
Q4 		$336K Sell
2,559
-118
-4% -$16.5K 0.09% 258
2018
Q3 		$375K Buy
+2,677
New +$373K 0.06% 313
2018
Q1 		– Sell
-3,130
Closed -$457K – 482
2017
Q4 		$457K Sell
3,130
-118
-4% -$16.6K 0.1% 246
2017
Q3 		$450K Buy
+3,248
New +$458K 0.11% 219

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Belpointe Asset Management's VDC Position: Q2 2026 in Review

Belpointe Asset Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 1% in Q2 2026, selling an estimated $9.8K and leaving 4,234 shares worth $955K. The position accounts for 0.03% of the portfolio, ranked #511.

Belpointe Asset Management first reported a position in VDC in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.27M in Q3 2025. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Belpointe Asset Management held 4,234 shares of Vanguard Consumer Staples ETF worth $955K as of Q2 2026.
  • Belpointe Asset Management sold 43 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $9.8K.
  • Vanguard Consumer Staples ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #511 holding.
  • Belpointe Asset Management first reported a position in Vanguard Consumer Staples ETF in Q3 2017 and has held it in 26 quarters since.
  • Belpointe Asset Management's Vanguard Consumer Staples ETF position peaked at $2.27M in Q3 2025.
  • 665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.