Creative Financial Designs’s Vanguard Consumer Staples ETF VDC Stock Holding History

Creative Financial Designs’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	$630K	Sell	2,792 -251	-8%	-$57.2K	0.03%	362
2026 Q1	$683K	Sell	3,043 -59	-2%	-$13.5K	0.04%	287
2025 Q4	$655K	Buy	3,102 +135	+5%	+$28.7K	0.04%	292
2025 Q3	$634K	Sell	2,967 -270	-8%	-$59.2K	0.04%	297
2025 Q2	$709K	Sell	3,237 -17	-0.5%	-$3.73K	0.05%	266
2025 Q1	$712K	Sell	3,254 -305	-9%	-$65.9K	0.06%	235
2024 Q4	$752K	Sell	3,559 -691	-16%	-$150K	0.06%	229
2024 Q3	$929K	Sell	4,250 -131	-3%	-$27.8K	0.08%	203
2024 Q2	$889K	Sell	4,381 -100	-2%	-$20.3K	0.08%	191
2024 Q1	$915K	Sell	4,481 -3	-0.1%	-$589	0.09%	176
2023 Q4	$856K	Sell	4,484 -1,019	-19%	-$187K	0.09%	179
2023 Q3	$1.01M	Sell	5,503 -320	-5%	-$61.7K	0.12%	151
2023 Q2	$1.13M	Buy	5,823 +596	+11%	+$116K	0.13%	140
2023 Q1	$1.01M	Buy	5,227 +518	+11%	+$98.2K	0.13%	143
2022 Q4	$902K	Buy	4,709 +2,023	+75%	+$380K	0.13%	141
2022 Q3	$461K	Buy	2,686 +1,097	+69%	+$207K	0.08%	185
2022 Q2	$295K	Buy	1,589 +1,112	+233%	+$215K	0.05%	247
2022 Q1	$93K	Buy	+477	New	+$92.9K	0.01%	439
2018 Q2	–	Sell	-257	Closed	-$35K	–	794
2018 Q1	$35K	Sell	257 -1,178	-82%	-$167K	0.02%	266
2017 Q4	$210K	Sell	1,435 -10,131	-88%	-$1.43M	0.14%	110
2017 Q3	$1.6M	Buy	11,566 +1,005	+10%	+$142K	0.92%	30
2017 Q2	$1.49M	Buy	10,561 +2,293	+28%	+$328K	0.95%	30
2017 Q1	$1.16M	Sell	8,268 -3,426	-29%	-$475K	0.83%	34
2016 Q4	$1.57M	Buy	+11,694	New	+$1.56M	1.28%	20

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

Creative Financial Designs's VDC Position: Q2 2026 in Review

Creative Financial Designs reduced its Vanguard Consumer Staples ETF (VDC) stake by 8.2% in Q2 2026, selling an estimated $57.2K and leaving 2,792 shares worth $630K. The position accounts for 0.03% of the portfolio, ranked #362.

Creative Financial Designs first reported a position in VDC in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.6M in Q3 2017. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Creative Financial Designs held 2,792 shares of Vanguard Consumer Staples ETF worth $630K as of Q2 2026.
Creative Financial Designs sold 251 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $57.2K.
Vanguard Consumer Staples ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #362 holding.
Creative Financial Designs first reported a position in Vanguard Consumer Staples ETF in Q4 2016 and has held it in 24 quarters since.
Creative Financial Designs's Vanguard Consumer Staples ETF position peaked at $1.6M in Q3 2017.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.