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Clearstead Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Clearstead Advisors’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 		$1.71M Sell
7,591
-105
-1% -$23.9K 0.02% 412
2026
Q1 		$1.73M Sell
7,696
-119
-2% -$27.3K 0.02% 397
2025
Q4 		$1.65M Sell
7,815
-45
-0.6% -$9.57K 0.02% 369
2025
Q3 		$1.68M Sell
7,860
-125
-2% -$27.4K 0.02% 352
2025
Q2 		$1.75M Buy
7,985
+396
+5% +$86.8K 0.02% 342
2025
Q1 		$1.66M Buy
7,589
+5
+0.1% +$1.08K 0.03% 333
2024
Q4 		$1.6M Buy
7,584
+3
+0% +$650 0.02% 329
2024
Q3 		$1.66M Buy
7,581
+6
+0.1% +$1.27K 0.03% 330
2024
Q2 		$1.54M Hold
7,575
– – 0.03% 312
2024
Q1 		$1.57M Sell
7,575
-701
-8% -$138K 0.08% 172
2023
Q4 		$1.58M Buy
8,276
+5
+0.1% +$917 0.08% 167
2023
Q3 		$1.51M Sell
8,271
-244
-3% -$47.1K 0.09% 159
2023
Q2 		$1.66M Buy
8,515
+5,435
+176% +$1.06M 0.1% 156
2023
Q1 		$596K Buy
3,080
+35
+1% +$6.63K 0.04% 235
2022
Q4 		$583K Hold
3,045
– – 0.05% 234
2022
Q3 		$523K Hold
3,045
– – 0.05% 218
2022
Q2 		$564K Hold
3,045
– – 0.04% 233
2022
Q1 		$597K Buy
3,045
+1,300
+74% +$253K 0.04% 244
2021
Q4 		$349K Buy
+1,745
New +$329K 0.02% 308
2020
Q4 		– Sell
-30
Closed -$5K – 1025
2020
Q3 		$5K Hold
30
– – ﹤0.01% 749
2020
Q2 		$4K Buy
+30
New +$4.45K ﹤0.01% 695

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Clearstead Advisors's VDC Position: Q2 2026 in Review

Clearstead Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.4% in Q2 2026, selling an estimated $23.9K and leaving 7,591 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #412.

Clearstead Advisors first reported a position in VDC in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.75M in Q2 2025. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Clearstead Advisors held 7,591 shares of Vanguard Consumer Staples ETF worth $1.71M as of Q2 2026.
  • Clearstead Advisors sold 105 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $23.9K.
  • Vanguard Consumer Staples ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #412 holding.
  • Clearstead Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2020 and has held it in 21 quarters since.
  • Clearstead Advisors's Vanguard Consumer Staples ETF position peaked at $1.75M in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.