CWM
VDC icon

CMH Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

CMH 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 		$9.39M Buy
41,650
+1,119
+3% +$255K 1.43% 23
2026
Q1 		$9.1M Buy
40,531
+788
+2% +$180K 1.56% 22
2025
Q4 		$8.4M Buy
39,743
+329
+0.8% +$70K 1.8% 23
2025
Q3 		$8.42M Sell
39,414
-78
-0.2% -$17.1K 1.8% 23
2025
Q2 		$8.65M Sell
39,492
-1,476
-4% -$324K 2.01% 21
2025
Q1 		$8.96M Buy
40,968
+89
+0.2% +$19.2K 2.25% 16
2024
Q4 		$8.64M Buy
40,879
+677
+2% +$147K 1.98% 19
2024
Q3 		$8.84M Sell
40,202
-508
-1% -$108K 2.08% 16
2024
Q2 		$8.33M Sell
40,710
-15,184
-27% -$3.08M 2.05% 20
2024
Q1 		$11.4M Sell
55,894
-4,327
-7% -$850K 2.9% 9
2023
Q4 		$11.5M Buy
60,221
+1,458
+2% +$268K 2.79% 13
2023
Q3 		$10.8M Buy
58,763
+2,311
+4% +$446K 3.02% 11
2023
Q2 		$11M Sell
56,452
-10,833
-16% -$2.12M 2.95% 11
2023
Q1 		$13M Buy
67,285
+1,515
+2% +$287K 3.76% 5
2022
Q4 		$12.6M Buy
65,770
+750
+1% +$141K 4.04% 5
2022
Q3 		$11.2M Buy
65,020
+2,003
+3% +$378K 4.09% 5
2022
Q2 		$11.7M Sell
63,017
-48
-0.1% -$9.28K 4.22% 6
2022
Q1 		$12.4M Sell
63,065
-6,558
-9% -$1.28M 3.8% 6
2021
Q4 		$13.9M Buy
69,623
+740
+1% +$139K 4.2% 6
2021
Q3 		$12.3M Buy
68,883
+2,944
+4% +$545K 4.05% 7
2021
Q2 		$12M Buy
65,939
+2,344
+4% +$428K 4.02% 7
2021
Q1 		$11.3M Buy
63,595
+1,684
+3% +$289K 4.27% 6
2020
Q4 		$10.8M Buy
61,911
+445
+0.7% +$75.5K 3.94% 6
2020
Q3 		$10M Buy
61,466
+1,843
+3% +$297K 4.3% 7
2020
Q2 		$8.92M Sell
59,623
-12,101
-17% -$1.79M 4.26% 7
2020
Q1 		$9.88M Buy
71,724
+38,304
+115% +$5.9M 5.78% 3
2019
Q4 		$5.39M Sell
33,420
-50
-0.1% -$7.85K 2.77% 8
2019
Q3 		$5.24M Buy
33,470
+300
+0.9% +$46.1K 2.97% 8
2019
Q2 		$4.93M Sell
33,170
-675
-2% -$99.4K 2.89% 7
2019
Q1 		$4.92M Buy
33,845
+905
+3% +$126K 2.98% 7
2018
Q4 		$4.32M Buy
32,940
+1,720
+6% +$241K 2.61% 11
2018
Q3 		$4.37M Buy
31,220
+3,120
+11% +$435K 2.29% 15
2018
Q2 		$3.75M Buy
+28,100
New +$3.72M 2.15% 14

Other funds holding VDC

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

CMH Wealth Management's VDC Position: Q2 2026 in Review

CMH Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 2.8% in Q2 2026, buying an estimated $255K and bringing the position to 41,650 shares worth $9.39M. The position accounts for 1.43% of the portfolio, ranked #23.

CMH Wealth Management first reported a position in VDC in Q2 2018 and has held it in 33 quarters since. The position peaked at $13.9M in Q4 2021. 95 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • CMH Wealth Management held 41,650 shares of Vanguard Consumer Staples ETF worth $9.39M as of Q2 2026.
  • CMH Wealth Management bought 1,119 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $255K.
  • Vanguard Consumer Staples ETF made up 1.43% of CMH Wealth Management's portfolio in Q2 2026, its #23 holding.
  • CMH Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and has held it in 33 quarters since.
  • CMH Wealth Management's Vanguard Consumer Staples ETF position peaked at $13.9M in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.