Concord Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Concord Wealth Partners’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	$42.3K	Buy	+188	New	+$42.8K	﹤0.01%	386
2026 Q1	–	Sell	-176	Closed	-$37.3K	–	753
2025 Q4	$37.3K	Buy	176 +8	+5%	+$1.7K	﹤0.01%	364
2025 Q3	$35.8K	Buy	168 +1	+0.6%	+$219	﹤0.01%	383
2025 Q2	$36.6K	Buy	167 +1	+0.6%	+$219	0.01%	377
2025 Q1	$36.4K	Sell	166 -30	-15%	-$6.48K	0.01%	369
2024 Q4	$41.5K	Sell	196 -8	-4%	-$1.73K	0.01%	358
2024 Q3	$44.5K	Buy	204 +1	+0.5%	+$212	0.01%	352
2024 Q2	$41.1K	Sell	203 -82	-29%	-$16.7K	0.01%	334
2024 Q1	$58.2K	Buy	285 +1	+0.4%	+$196	0.01%	328
2023 Q4	$54.3K	Sell	284 -17	-6%	-$3.12K	0.01%	349
2023 Q3	$54.9K	Sell	301 -27	-8%	-$5.21K	0.01%	366
2023 Q2	$63.7K	Sell	328 -81	-20%	-$15.8K	0.01%	326
2023 Q1	$79.1K	Sell	409 -162	-28%	-$30.7K	0.02%	282
2022 Q4	$109K	Buy	+571	New	+$107K	0.03%	234
2022 Q3	–	Sell	-595	Closed	-$110K	–	1103
2022 Q2	$110K	Sell	595 -1	-0.2%	-$193	0.03%	248
2022 Q1	$117K	Sell	596 -130	-18%	-$25.3K	0.03%	274
2021 Q4	$145K	Buy	726 +666	+1,110%	+$125K	0.04%	243
2021 Q3	$11K	Sell	60 -55	-48%	-$10.2K	﹤0.01%	461
2021 Q2	$21K	Sell	115 -139	-55%	-$25.4K	0.01%	496
2021 Q1	$45K	Buy	254 +223	+719%	+$38.3K	0.02%	356
2020 Q4	$5K	Buy	+31	New	+$5.26K	﹤0.01%	424

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Concord Wealth Partners's VDC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 188 shares worth $42.3K. The stake represents ﹤0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VDC as recently as Q4 2025.

Concord Wealth Partners first reported a position in VDC in Q4 2020 and has held it in 21 quarters since. The position peaked at $145K in Q4 2021. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Concord Wealth Partners held 188 shares of Vanguard Consumer Staples ETF worth $42.3K as of Q2 2026.
Vanguard Consumer Staples ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Consumer Staples ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #386 holding.
Concord Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Vanguard Consumer Staples ETF position peaked at $145K in Q4 2021.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.