Cassaday & Co Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cassaday & Co 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 Q2	$520K	Hold	2,306	–	–	0.01%	231
2026 Q1	$518K	Hold	2,306	–	–	0.01%	219
2025 Q4	$487K	Buy	+2,306	New	+$491K	0.01%	224

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

Cassaday & Co Wealth Management's VDC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 2,306 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #231.

Cassaday & Co Wealth Management first reported a position in VDC in Q4 2025 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Cassaday & Co Wealth Management held 2,306 shares of Vanguard Consumer Staples ETF worth $520K as of Q2 2026.
Cassaday & Co Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #231 holding.
Cassaday & Co Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.