Brandywine Oak Private Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Brandywine Oak Private Wealth’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	$371K	Sell	1,644 -387	-19%	-$88.2K	0.03%	182
2026 Q1	$456K	Buy	2,031 +100	+5%	+$22.9K	0.04%	158
2025 Q4	$408K	Hold	1,931	–	–	0.03%	163
2025 Q3	$413K	Sell	1,931 -7	-0.4%	-$1.53K	0.04%	168
2025 Q2	$424K	Buy	1,938 +7	+0.4%	+$1.53K	0.04%	163
2025 Q1	$423K	Sell	1,931 -67	-3%	-$14.5K	0.04%	158
2024 Q4	$422K	Hold	1,998	–	–	0.04%	160
2024 Q3	$437K	Sell	1,998 -8	-0.4%	-$1.7K	0.04%	162
2024 Q2	$407K	Sell	2,006 -225	-10%	-$45.7K	0.04%	160
2024 Q1	$455K	Sell	2,231 -191	-8%	-$37.5K	0.05%	156
2023 Q4	$462K	Sell	2,422 -324	-12%	-$59.4K	0.05%	153
2023 Q3	$502K	Sell	2,746 -144	-5%	-$27.8K	0.06%	145
2023 Q2	$562K	Sell	2,890 -39	-1%	-$7.62K	0.06%	143
2023 Q1	$567K	Buy	2,929 +77	+3%	+$14.6K	0.07%	147
2022 Q4	$546K	Sell	2,852 -297	-9%	-$55.8K	0.07%	148
2022 Q3	$540K	Sell	3,149 -2	-0.1%	-$378	0.07%	147
2022 Q2	$584K	Sell	3,151 -28,843	-90%	-$5.58M	0.07%	154
2022 Q1	$6.27M	Sell	31,994 -819	-2%	-$160K	0.72%	27
2021 Q4	$6.54M	Sell	32,813 -839	-2%	-$158K	0.71%	28
2021 Q3	$6.03M	Buy	33,652 +385	+1%	+$71.3K	0.7%	25
2021 Q2	$6.07M	Sell	33,267 -12,021	-27%	-$2.2M	0.71%	28
2021 Q1	$8.07M	Sell	45,288 -28,565	-39%	-$4.9M	1.19%	21
2020 Q4	$12.8M	Buy	73,853 +486	+0.7%	+$82.5K	1.96%	17
2020 Q3	$12M	Sell	73,367 -6,468	-8%	-$1.04M	2%	16
2020 Q2	$11.9M	Sell	79,835 -20,961	-21%	-$3.11M	2.12%	15
2020 Q1	$13.9M	Buy	100,796 +33,890	+51%	+$5.22M	2.87%	10
2019 Q4	$10.8M	Buy	66,906 +19,392	+41%	+$3.04M	1.96%	15
2019 Q3	$7.44M	Buy	47,514 +43,204	+1,002%	+$6.64M	1.41%	18
2019 Q2	$641K	Buy	4,310 +770	+22%	+$113K	0.13%	87
2019 Q1	$514K	Sell	3,540 -8,881	-71%	-$1.23M	0.11%	98
2018 Q4	$1.58M	Buy	+12,421	New	+$1.74M	0.36%	48

Other funds holding VDC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Brandywine Oak Private Wealth's VDC Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Vanguard Consumer Staples ETF (VDC) stake by 19% in Q2 2026, selling an estimated $88.2K and leaving 1,644 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #182.

Brandywine Oak Private Wealth first reported a position in VDC in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.9M in Q1 2020. 300 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Brandywine Oak Private Wealth held 1,644 shares of Vanguard Consumer Staples ETF worth $371K as of Q2 2026.
Brandywine Oak Private Wealth sold 387 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $88.2K.
Vanguard Consumer Staples ETF made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #182 holding.
Brandywine Oak Private Wealth first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Vanguard Consumer Staples ETF position peaked at $13.9M in Q1 2020.
300 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.