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Commonwealth Retirement Investments’s Vanguard Consumer Staples ETF VDC Stock Holding History

Commonwealth Retirement 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
Q1 		– Sell
-170
Closed -$35.9K – 395
2025
Q4 		$35.9K Buy
+170
New +$36.2K 0.01% 200

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

Commonwealth Retirement Investments's VDC Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 170 shares — an estimated $35.9K sold.

Commonwealth Retirement Investments first reported a position in VDC in Q4 2025 and held it in 1 quarter. The position peaked at $35.9K in Q4 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 170 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $35.9K.
  • Commonwealth Retirement Investments first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and held it in 1 quarter.
  • Commonwealth Retirement Investments's Vanguard Consumer Staples ETF position peaked at $35.9K in Q4 2025.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.