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

Congress 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
2025 Q2	$3.73M	Buy	17,038 +12,569	+281%	+$2.76M	0.04%	438
2025 Q1	$977K	Sell	4,469 -1,967	-31%	-$425K	0.01%	640
2024 Q4	$1.36M	Sell	6,436 -11,078	-63%	-$2.4M	0.02%	470
2024 Q3	$3.83M	Buy	17,514 +6,036	+53%	+$1.28M	0.05%	331
2024 Q2	$2.33M	Buy	11,478 +6,156	+116%	+$1.25M	0.04%	334
2024 Q1	$1.09M	Sell	5,322 -238	-4%	-$46.7K	0.02%	369
2023 Q4	$1.06M	Buy	+5,560	New	+$1.02M	0.02%	384
2023 Q3	–	Sell	-10,659	Closed	-$2.07M	–	625
2023 Q2	$2.07M	Buy	10,659 +4,708	+79%	+$920K	0.05%	257
2023 Q1	$1.15M	Buy	5,951 +4,812	+422%	+$912K	0.03%	325
2022 Q4	$218K	Sell	1,139 -11,883	-91%	-$2.23M	0.01%	525
2022 Q3	$2.24M	Buy	13,022 +121	+0.9%	+$22.8K	0.06%	262
2022 Q2	$2.39M	Sell	12,901 -155	-1%	-$30K	0.06%	263
2022 Q1	$2.56M	Buy	13,056 +2,139	+20%	+$417K	0.06%	276
2021 Q4	$2.18M	Buy	+10,917	New	+$2.06M	0.04%	302

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Congress Wealth Management's VDC Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 281% in Q2 2025, buying an estimated $2.76M and bringing the position to 17,038 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #438.

Congress Wealth Management first reported a position in VDC in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.83M in Q3 2024. 631 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

Congress Wealth Management held 17,038 shares of Vanguard Consumer Staples ETF worth $3.73M as of Q2 2025.
Congress Wealth Management bought 12,569 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $2.76M.
Vanguard Consumer Staples ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #438 holding.
Congress Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's Vanguard Consumer Staples ETF position peaked at $3.83M in Q3 2024.
631 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.