Cary Street Partners Investment Advisory’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cary Street Partners Investment Advisory’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	–	Sell	-203	Closed	-$42.8K	–	724
2025 Q4	$42.8K	Buy	+203	New	+$43.2K	0.01%	528
2023 Q4	–	Sell	-1,620	Closed	-$296K	–	1744
2023 Q3	$296K	Sell	1,620 -49	-3%	-$9.46K	0.02%	481
2023 Q2	$325K	Buy	1,669 +403	+32%	+$78.7K	0.02%	423
2023 Q1	$245K	Hold	1,266	–	–	0.02%	437
2022 Q4	$243K	Buy	+1,266	New	+$238K	0.02%	436

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 $872M AUM 23.02% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's VDC Position: Q1 2026 in Review

Cary Street Partners Investment Advisory sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 203 shares — an estimated $42.8K sold.

Cary Street Partners Investment Advisory first reported a position in VDC in Q4 2022 and held it in 5 quarters. The position peaked at $325K in Q2 2023. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Cary Street Partners Investment Advisory reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 203 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $42.8K.
Cary Street Partners Investment Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Vanguard Consumer Staples ETF position peaked at $325K in Q2 2023.
630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.