CX Institutional
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CX Institutional’s Vanguard Consumer Staples ETF VDC Stock Holding History

CX Institutional’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
Q3 		$144K Sell
662
-1,138
-63% -$260K ﹤0.01% 811
2026
Q2 		$406K Sell
1,800
-80
-4% -$18.2K 0.01% 525
2026
Q1 		$422K Sell
1,880
-65
-3% -$14.9K 0.01% 508
2025
Q4 		$411K Sell
1,945
-89
-4% -$18.9K 0.01% 473
2025
Q3 		$435K Sell
2,034
-505
-20% -$111K 0.01% 469
2025
Q2 		$556K Sell
2,539
-390
-13% -$85.5K 0.02% 352
2025
Q1 		$641K Sell
2,929
-4,933
-63% -$1.07M 0.02% 330
2024
Q4 		$1.66M Buy
+7,862
New +$1.7M 0.07% 190
2024
Q3 		– Sell
-1,941
Closed -$394K – 595
2024
Q2 		$394K Buy
1,941
+1,185
+157% +$241K 0.02% 399
2024
Q1 		$154K Sell
756
-8,514
-92% -$1.67M 0.01% 530
2023
Q4 		$1.77M Buy
+9,270
New +$1.7M 0.09% 198
2023
Q3 		– Sell
-5,289
Closed -$1.03M – 550
2023
Q2 		$1.03M Buy
5,289
+3,690
+231% +$721K 0.05% 273
2023
Q1 		$310K Sell
1,599
-2,782
-64% -$527K 0.02% 408
2022
Q4 		$839K Buy
+4,381
New +$824K 0.05% 300
2022
Q3 		– Sell
-1,779
Closed -$330K – 1100
2022
Q2 		$330K Sell
1,779
-97
-5% -$18.8K 0.02% 375
2022
Q1 		$368K Buy
+1,876
New +$365K 0.03% 292
2021
Q4 		– Sell
-342
Closed -$61K – 869
2021
Q3 		$61K Sell
342
-12,713
-97% -$2.35M 0.01% 542
2021
Q2 		$2.38M Sell
13,055
-13,569
-51% -$2.48M 0.2% 126
2021
Q1 		$4.75M Buy
26,624
+14,549
+120% +$2.5M 0.42% 66
2020
Q4 		$2.1M Buy
+12,075
New +$2.05M 0.2% 150
2020
Q2 		– Sell
-220
Closed -$30K – 874
2020
Q1 		$30K Hold
220
– – ﹤0.01% 341
2019
Q4 		$35K Hold
220
– – 0.01% 308
2019
Q3 		$34K Hold
220
– – 0.01% 325
2019
Q2 		$33K Hold
220
– – 0.01% 354
2019
Q1 		$32K Hold
220
– – 0.01% 360
2018
Q4 		$29K Hold
220
– – 0.01% 292
2018
Q3 		$31K Hold
220
– – 0.01% 210
2018
Q2 		$30K Buy
+220
New +$29.1K 0.01% 183

Other funds holding VDC

CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Junk Investment Group
Junk Investment Group Hunt Valley, Maryland $241M AUM

CX Institutional's VDC Position: Q3 2026 in Review

CX Institutional reduced its Vanguard Consumer Staples ETF (VDC) stake by 63% in Q3 2026, selling an estimated $260K and leaving 662 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

CX Institutional first reported a position in VDC in Q2 2018 and has held it in 28 quarters since. The position peaked at $4.75M in Q1 2021. 195 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • CX Institutional held 662 shares of Vanguard Consumer Staples ETF worth $144K as of Q3 2026.
  • CX Institutional sold 1,138 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $260K.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #811 holding.
  • CX Institutional first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and has held it in 28 quarters since.
  • CX Institutional's Vanguard Consumer Staples ETF position peaked at $4.75M in Q1 2021.
  • 195 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.