Curran Financial Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Curran Financial 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	$2.53M	Buy	11,232 +1,469	+15%	+$335K	0.38%	47
2026 Q1	$2.19M	Sell	9,763 -2,191	-18%	-$502K	0.39%	42
2025 Q4	$2.53M	Buy	11,954 +51	+0.4%	+$10.8K	0.48%	43
2025 Q3	$2.54M	Sell	11,903 -471	-4%	-$103K	0.5%	41
2025 Q2	$2.71M	Buy	12,374 +953	+8%	+$209K	0.6%	40
2025 Q1	$2.5M	Sell	11,421 -1,281	-10%	-$277K	0.61%	33
2024 Q4	$2.68M	Buy	12,702 +241	+2%	+$52.2K	0.71%	35
2024 Q3	$2.72M	Sell	12,461 -874	-7%	-$185K	0.77%	32
2024 Q2	$2.71M	Sell	13,335 -30	-0.2%	-$6.09K	0.91%	28
2024 Q1	$2.73M	Sell	13,365 -84	-0.6%	-$16.5K	0.95%	29
2023 Q4	$2.55M	Sell	13,449 -848	-6%	-$156K	0.98%	30
2023 Q3	$2.61M	Sell	14,297 -288	-2%	-$55.6K	1.14%	28
2023 Q2	$2.84M	Buy	14,585 +318	+2%	+$62.1K	1.23%	28
2023 Q1	$2.76M	Sell	14,267 -2,409	-14%	-$457K	1.31%	29
2022 Q4	$3.19M	Buy	+16,676	New	+$3.14M	1.54%	27
2022 Q1	–	Sell	-35,523	Closed	-$7.1M	–	81
2021 Q4	$7.1M	Buy	35,523 +3,274	+10%	+$617K	3.01%	11
2021 Q3	$5.79M	Buy	32,249 +3,471	+12%	+$643K	2.96%	13
2021 Q2	$5.25M	Buy	28,778 +4,995	+21%	+$913K	2.89%	13
2021 Q1	$4.24M	Buy	23,783 +4,869	+26%	+$835K	3.05%	11
2020 Q4	$3.29M	Buy	+18,914	New	+$3.21M	2.82%	12

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

Curran Financial Partners's VDC Position: Q2 2026 in Review

Curran Financial Partners increased its Vanguard Consumer Staples ETF (VDC) stake by 15% in Q2 2026, buying an estimated $335K and bringing the position to 11,232 shares worth $2.53M. The position accounts for 0.38% of the portfolio, ranked #47.

Curran Financial Partners first reported a position in VDC in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.1M in Q4 2021. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Curran Financial Partners held 11,232 shares of Vanguard Consumer Staples ETF worth $2.53M as of Q2 2026.
Curran Financial Partners bought 1,469 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $335K.
Vanguard Consumer Staples ETF made up 0.38% of Curran Financial Partners's portfolio in Q2 2026, its #47 holding.
Curran Financial Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 20 quarters since.
Curran Financial Partners's Vanguard Consumer Staples ETF position peaked at $7.1M in Q4 2021.
665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.