Ceera Investments’s Vanguard Consumer Staples ETF VDC Stock Holding History

Ceera Investments’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	$300K	Sell	1,330 -12	-0.9%	-$2.73K	0.13%	82
2026 Q1	$301K	Hold	1,342	–	–	0.13%	71
2025 Q4	$283K	Hold	1,342	–	–	0.11%	73
2025 Q3	$287K	Hold	1,342	–	–	0.09%	96
2025 Q2	$294K	Hold	1,342	–	–	0.09%	97
2025 Q1	$294K	Hold	1,342	–	–	0.1%	83
2024 Q4	$284K	Hold	1,342	–	–	0.1%	85
2024 Q3	$293K	Hold	1,342	–	–	0.11%	81
2024 Q2	$272K	Hold	1,342	–	–	0.12%	82
2024 Q1	$274K	Hold	1,342	–	–	0.12%	77
2023 Q4	$256K	Hold	1,342	–	–	0.12%	74
2023 Q3	$245K	Sell	1,342 -26	-2%	-$5.02K	0.13%	71
2023 Q2	$266K	Sell	1,368 -10	-0.7%	-$1.95K	0.15%	64
2023 Q1	$267K	Sell	1,378 -215	-13%	-$40.7K	0.17%	63
2022 Q4	$305K	Buy	1,593 +4	+0.3%	+$752	0.19%	63
2022 Q3	$273K	Sell	1,589 -380	-19%	-$71.7K	0.18%	59
2022 Q2	$365K	Hold	1,969	–	–	0.21%	56
2022 Q1	$386K	Hold	1,969	–	–	0.19%	56
2021 Q4	$394K	Hold	1,969	–	–	0.2%	52
2021 Q3	$353K	Buy	1,969 +232	+13%	+$43K	0.19%	53
2021 Q2	$317K	Hold	1,737	–	–	0.24%	48
2021 Q1	$310K	Buy	+1,737	New	+$298K	0.25%	51

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

Ceera Investments's VDC Position: Q2 2026 in Review

Ceera Investments reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.89% in Q2 2026, selling an estimated $2.73K and leaving 1,330 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #82.

Ceera Investments first reported a position in VDC in Q1 2021 and has held it in 22 quarters since. The position peaked at $394K in Q4 2021. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Ceera Investments held 1,330 shares of Vanguard Consumer Staples ETF worth $300K as of Q2 2026.
Ceera Investments sold 12 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $2.73K.
Vanguard Consumer Staples ETF made up 0.13% of Ceera Investments's portfolio in Q2 2026, its #82 holding.
Ceera Investments first reported a position in Vanguard Consumer Staples ETF in Q1 2021 and has held it in 22 quarters since.
Ceera Investments's Vanguard Consumer Staples ETF position peaked at $394K in Q4 2021.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.