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 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

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

CX Institutional's VDC Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Consumer Staples ETF (VDC) stake by 4.3% in Q2 2026, selling an estimated $18.2K and leaving 1,800 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #525.

CX Institutional first reported a position in VDC in Q2 2018 and has held it in 27 quarters since. The position peaked at $4.75M in Q1 2021. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

CX Institutional held 1,800 shares of Vanguard Consumer Staples ETF worth $406K as of Q2 2026.
CX Institutional sold 80 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $18.2K.
Vanguard Consumer Staples ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #525 holding.
CX Institutional first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and has held it in 27 quarters since.
CX Institutional's Vanguard Consumer Staples ETF position peaked at $4.75M in Q1 2021.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.