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Brookwood Investment Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Brookwood Investment Group’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 		$660K Buy
2,941
+36
+1% +$8.25K 0.08% 232
2025
Q4 		$614K Sell
2,905
-42
-1% -$8.93K 0.07% 249
2025
Q3 		$630K Buy
2,947
+246
+9% +$53.9K 0.08% 228
2025
Q2 		$591K Sell
2,701
-425
-14% -$93.2K 0.1% 206
2025
Q1 		$684K Buy
+3,126
New +$675K 0.12% 172

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

Brookwood Investment Group's VDC Position: Q1 2026 in Review

Brookwood Investment Group increased its Vanguard Consumer Staples ETF (VDC) stake by 1.2% in Q1 2026, buying an estimated $8.25K and bringing the position to 2,941 shares worth $660K. The position accounts for 0.08% of the portfolio, ranked #232.

Brookwood Investment Group first reported a position in VDC in Q1 2025 and has held it in 5 quarters since. The position peaked at $684K in Q1 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Brookwood Investment Group held 2,941 shares of Vanguard Consumer Staples ETF worth $660K as of Q1 2026.
  • Brookwood Investment Group bought 36 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $8.25K.
  • Vanguard Consumer Staples ETF made up 0.08% of Brookwood Investment Group's portfolio in Q1 2026, its #232 holding.
  • Brookwood Investment Group first reported a position in Vanguard Consumer Staples ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Vanguard Consumer Staples ETF position peaked at $684K in Q1 2025.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.