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Birchcreek Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Birchcreek Wealth 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
Q1 		$1.04M Buy
4,652
+313
+7% +$71.7K 0.5% 38
2025
Q4 		$917K Buy
4,339
+115
+3% +$24.5K 0.45% 41
2025
Q3 		$903K Buy
4,224
+257
+6% +$56.3K 0.47% 43
2025
Q2 		$869K Sell
3,967
-229
-5% -$50.2K 0.49% 40
2025
Q1 		$918K Sell
4,196
-298
-7% -$64.4K 0.58% 36
2024
Q4 		$950K Buy
4,494
+413
+10% +$89.5K 0.6% 35
2024
Q3 		$892K Sell
4,081
-170
-4% -$36.1K 0.58% 36
2024
Q2 		$863K Buy
4,251
+104
+3% +$21.1K 0.49% 46
2024
Q1 		$847K Buy
4,147
+184
+5% +$36.1K 0.45% 54
2023
Q4 		$757K Sell
3,963
-183
-4% -$33.6K 0.45% 54
2023
Q3 		$757K Sell
4,146
-51
-1% -$9.84K 0.51% 49
2023
Q2 		$816K Buy
4,197
+268
+7% +$52.4K 0.57% 50
2023
Q1 		$760K Sell
3,929
-328
-8% -$62.2K 0.6% 44
2022
Q4 		$816K Buy
4,257
+41
+1% +$7.71K 0.73% 41
2022
Q3 		$724K Buy
4,216
+269
+7% +$50.8K 0.67% 44
2022
Q2 		$732K Buy
3,947
+69
+2% +$13.3K 0.66% 46
2022
Q1 		$760K Sell
3,878
-1,825
-32% -$355K 0.67% 41
2021
Q4 		$1.14M Buy
5,703
+1,005
+21% +$189K 0.99% 25
2021
Q3 		$842K Buy
4,698
+75
+2% +$13.9K 0.79% 33
2021
Q2 		$844K Sell
4,623
-255
-5% -$46.6K 0.81% 33
2021
Q1 		$869K Buy
4,878
+31
+0.6% +$5.32K 0.92% 32
2020
Q4 		$842K Buy
+4,847
New +$822K 0.83% 31

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Birchcreek Wealth Management's VDC Position: Q1 2026 in Review

Birchcreek Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 7.2% in Q1 2026, buying an estimated $71.7K and bringing the position to 4,652 shares worth $1.04M. The position accounts for 0.5% of the portfolio, ranked #38.

Birchcreek Wealth Management first reported a position in VDC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q4 2021. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Birchcreek Wealth Management held 4,652 shares of Vanguard Consumer Staples ETF worth $1.04M as of Q1 2026.
  • Birchcreek Wealth Management bought 313 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $71.7K.
  • Vanguard Consumer Staples ETF made up 0.5% of Birchcreek Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 22 quarters since.
  • Birchcreek Wealth Management's Vanguard Consumer Staples ETF position peaked at $1.14M in Q4 2021.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.