Crestwood Advisors Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Crestwood Advisors 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	–	Sell	-1,483	Closed	-$333K	–	915
2026 Q1	$333K	Hold	1,483	–	–	0.01%	537
2025 Q4	$313K	Hold	1,483	–	–	0.01%	506
2025 Q3	$317K	Sell	1,483 -8	-0.5%	-$1.75K	0.01%	458
2025 Q2	$327K	Buy	1,491 +8	+0.5%	+$1.75K	0.01%	423
2025 Q1	$325K	Hold	1,483	–	–	0.01%	410
2024 Q4	$313K	Buy	1,483 +8	+0.5%	+$1.73K	0.01%	379
2024 Q3	$322K	Hold	1,475	–	–	0.01%	355
2024 Q2	$299K	Sell	1,475 -13	-0.9%	-$2.64K	0.01%	349
2024 Q1	$304K	Buy	+1,488	New	+$292K	0.01%	353
2017 Q2	–	Sell	-280	Closed	-$39K	–	412
2017 Q1	$39K	Buy	+280	New	+$38.8K	﹤0.01%	292

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

Crestwood Advisors Group's VDC Position: Q2 2026 in Review

Crestwood Advisors Group sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2026, closing a stake of 1,483 shares — an estimated $333K sold.

Crestwood Advisors Group first reported a position in VDC in Q1 2017 and held it in 10 quarters. The position peaked at $333K in Q1 2026. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Crestwood Advisors Group reported no remaining Vanguard Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Crestwood Advisors Group sold 1,483 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $333K.
Crestwood Advisors Group first reported a position in Vanguard Consumer Staples ETF in Q1 2017 and held it in 10 quarters.
Crestwood Advisors Group's Vanguard Consumer Staples ETF position peaked at $333K in Q1 2026.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.