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 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	Sell	8,276 -8,266	-50%	-$1.52M	0.08%	167
2023 Q3	$3.02M	Buy	16,542 +8,027	+94%	+$1.55M	0.09%	163
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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearstead Advisors's VDC Position: Q1 2026 in Review

Clearstead Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.5% in Q1 2026, selling an estimated $27.3K and leaving 7,696 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #397.

Clearstead Advisors first reported a position in VDC in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.02M in Q3 2023. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Clearstead Advisors held 7,696 shares of Vanguard Consumer Staples ETF worth $1.73M as of Q1 2026.
Clearstead Advisors sold 119 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $27.3K.
Vanguard Consumer Staples ETF made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #397 holding.
Clearstead Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2020 and has held it in 20 quarters since.
Clearstead Advisors's Vanguard Consumer Staples ETF position peaked at $3.02M in Q3 2023.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.