CFSG
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Community Financial Services Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Community Financial Services Group’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 		$68.2K Hold
302
– – 0.01% 207
2026
Q1 		$67.6K Buy
+302
New +$69.2K 0.01% 173
2024
Q4 		– Sell
-962
Closed -$210K – 124
2024
Q3 		$210K Buy
+962
New +$204K 0.04% 119
2024
Q2 		– Sell
-1,287
Closed -$263K – 139
2024
Q1 		$263K Buy
+1,287
New +$253K 0.06% 126
2023
Q3 		$2.46M Buy
+13,453
New +$2.6M 0.62% 38
2021
Q4 		$3.08M Buy
15,424
+920
+6% +$173K 0.77% 36
2021
Q3 		$2.6M Sell
14,504
-327
-2% -$60.5K 0.71% 38
2021
Q2 		$2.71M Buy
14,831
+1,162
+9% +$212K 0.76% 37
2021
Q1 		$2.44M Buy
13,669
+10,652
+353% +$1.83M 0.72% 39
2020
Q4 		$525K Buy
3,017
+218
+8% +$37K 0.17% 70
2020
Q3 		$457K Buy
2,799
+39
+1% +$6.28K 0.17% 67
2020
Q2 		$413K Sell
2,760
-1,176
-30% -$174K 0.16% 64
2020
Q1 		$542K Sell
3,936
-104
-3% -$16K 0.18% 52
2019
Q4 		$652K Buy
4,040
+90
+2% +$14.1K 0.17% 52
2019
Q3 		$618K Buy
3,950
+273
+7% +$42K 0.18% 51
2019
Q2 		$547K Buy
3,677
+774
+27% +$114K 0.19% 48
2019
Q1 		$422K Buy
2,903
+115
+4% +$16K 0.14% 59
2018
Q4 		$366K Buy
2,788
+30
+1% +$4.2K 0.14% 61
2018
Q3 		$386K Buy
2,758
+233
+9% +$32.5K 0.13% 64
2018
Q2 		$339K Buy
2,525
+905
+56% +$120K 0.12% 65
2018
Q1 		$221K Buy
1,620
+186
+13% +$26.4K 0.09% 67
2017
Q4 		$209K Buy
+1,434
New +$202K 0.08% 65

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
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 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

Community Financial Services Group's VDC Position: Q2 2026 in Review

Community Financial Services Group held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 302 shares worth $68.2K. The position accounts for 0.01% of the portfolio, ranked #207.

Community Financial Services Group first reported a position in VDC in Q4 2017 and has held it in 22 quarters since. The position peaked at $3.08M in Q4 2021. 95 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Community Financial Services Group held 302 shares of Vanguard Consumer Staples ETF worth $68.2K as of Q2 2026.
  • Community Financial Services Group left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Staples ETF made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #207 holding.
  • Community Financial Services Group first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and has held it in 22 quarters since.
  • Community Financial Services Group's Vanguard Consumer Staples ETF position peaked at $3.08M in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.