Concurrent Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Concurrent Investment 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 Q2	$1.18M	Buy	5,238 +129	+3%	+$29.4K	0.01%	928
2026 Q1	$1.15M	Buy	5,109 +550	+12%	+$126K	0.01%	824
2025 Q4	$963K	Sell	4,559 -32	-0.7%	-$6.81K	0.01%	852
2025 Q3	$981K	Sell	4,591 -71	-2%	-$15.6K	0.02%	663
2025 Q2	$1.02M	Sell	4,662 -116	-2%	-$25.4K	0.02%	588
2025 Q1	$1.04M	Sell	4,778 -2,732	-36%	-$590K	0.03%	539
2024 Q4	$1.59M	Buy	7,510 +5,739	+324%	+$1.24M	0.04%	377
2024 Q3	$387K	Buy	1,771 +76	+4%	+$16.1K	0.01%	695
2024 Q2	$344K	Sell	1,695 -2	-0.1%	-$406	0.01%	697
2024 Q1	$346K	Sell	1,697 -781	-32%	-$153K	0.01%	640
2023 Q4	$473K	Buy	+2,478	New	+$455K	0.02%	507

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

Concurrent Investment Advisors's VDC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 2.5% in Q2 2026, buying an estimated $29.4K and bringing the position to 5,238 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #928.

Concurrent Investment Advisors first reported a position in VDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2024. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Concurrent Investment Advisors held 5,238 shares of Vanguard Consumer Staples ETF worth $1.18M as of Q2 2026.
Concurrent Investment Advisors bought 129 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $29.4K.
Vanguard Consumer Staples ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #928 holding.
Concurrent Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Vanguard Consumer Staples ETF position peaked at $1.59M in Q4 2024.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.