Biltmore Family Office’s Vanguard Consumer Staples ETF VDC Stock Holding History

Biltmore Family Office’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	$406K	Hold	1,801	–	–	0.05%	176
2026 Q1	$404K	Hold	1,801	–	–	0.06%	177
2025 Q4	$380K	Hold	1,801	–	–	0.05%	171
2025 Q3	$385K	Hold	1,801	–	–	0.05%	161
2025 Q2	$394K	Hold	1,801	–	–	0.07%	148
2025 Q1	$394K	Hold	1,801	–	–	0.07%	148
2024 Q4	$381K	Hold	1,801	–	–	0.06%	146
2024 Q3	$396K	Hold	1,801	–	–	0.07%	147
2024 Q2	$368K	Hold	1,801	–	–	0.07%	139
2024 Q1	$368K	Hold	1,801	–	–	0.07%	137
2023 Q4	$344K	Hold	1,801	–	–	0.07%	140
2023 Q3	$331K	Hold	1,801	–	–	0.08%	147
2023 Q2	$353K	Hold	1,801	–	–	0.07%	138
2023 Q1	$349K	Hold	1,801	–	–	0.07%	172
2022 Q4	$345K	Hold	1,801	–	–	0.07%	169
2022 Q3	$311K	Hold	1,801	–	–	0.07%	139
2022 Q2	$334K	Hold	1,801	–	–	0.08%	134
2022 Q1	$353K	Sell	1,801 -765	-30%	-$149K	0.08%	140
2021 Q4	$513K	Hold	2,566	–	–	0.1%	121
2021 Q3	$463K	Sell	2,566 -270	-10%	-$50K	0.11%	110
2021 Q2	$518K	Hold	2,836	–	–	0.15%	97
2021 Q1	$505K	Hold	2,836	–	–	0.16%	90
2020 Q4	$493K	Hold	2,836	–	–	0.15%	89
2020 Q3	$463K	Hold	2,836	–	–	0.26%	82
2020 Q2	$424K	Hold	2,836	–	–	0.26%	91
2020 Q1	$391K	Hold	2,836	–	–	0.26%	94
2019 Q4	$457K	Buy	+2,836	New	+$445K	0.18%	102

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

Biltmore Family Office's VDC Position: Q2 2026 in Review

Biltmore Family Office held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 1,801 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #176.

Biltmore Family Office first reported a position in VDC in Q4 2019 and has held it in 27 quarters since. The position peaked at $518K in Q2 2021. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Biltmore Family Office held 1,801 shares of Vanguard Consumer Staples ETF worth $406K as of Q2 2026.
Biltmore Family Office left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #176 holding.
Biltmore Family Office first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 27 quarters since.
Biltmore Family Office's Vanguard Consumer Staples ETF position peaked at $518K in Q2 2021.
665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.