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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
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
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

Cassaday & Co Wealth Management's VDC Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 2,306 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #219.

Cassaday & Co Wealth Management first reported a position in VDC in Q4 2025 and has held it in 2 quarters since. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Cassaday & Co Wealth Management held 2,306 shares of Vanguard Consumer Staples ETF worth $518K as of Q1 2026.
  • Cassaday & Co Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
  • Vanguard Consumer Staples ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #219 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and has held it in 2 quarters since.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.