Carl P. Sherr & Co’s Vanguard Consumer Staples ETF VDC Stock Holding History

Carl P. Sherr & Co’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	$226K	Buy	+1,001	New	+$228K	0.09%	124

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

Carl P. Sherr & Co's VDC Position: Q2 2026 in Review

Carl P. Sherr & Co opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 1,001 shares worth $226K. The stake represents 0.09% of the portfolio and ranks #124 among its holdings.

660 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Carl P. Sherr & Co held 1,001 shares of Vanguard Consumer Staples ETF worth $226K as of Q2 2026.
Vanguard Consumer Staples ETF was a new Carl P. Sherr & Co position in Q2 2026.
Vanguard Consumer Staples ETF made up 0.09% of Carl P. Sherr & Co's portfolio in Q2 2026, its #124 holding.
660 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.