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Cypress Wealth Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cypress Wealth Services’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 		$2.44M Sell
10,835
-115
-1% -$26.2K 0.3% 71
2026
Q1 		$2.46M Sell
10,950
-258
-2% -$59.1K 0.35% 64
2025
Q4 		$2.37M Sell
11,208
-279
-2% -$59.3K 0.33% 64
2025
Q3 		$2.46M Sell
11,487
-606
-5% -$133K 0.4% 54
2025
Q2 		$2.65M Sell
12,093
-200
-2% -$43.8K 0.47% 46
2025
Q1 		$2.69M Sell
12,293
-314
-2% -$67.8K 0.55% 42
2024
Q4 		$2.66M Sell
12,607
-204
-2% -$44.2K 0.54% 43
2024
Q3 		$2.8M Sell
12,811
-208
-2% -$44.1K 0.58% 38
2024
Q2 		$2.64M Sell
13,019
-152
-1% -$30.9K 0.59% 36
2024
Q1 		$2.69M Sell
13,171
-527
-4% -$104K 0.63% 37
2023
Q4 		$2.62M Sell
13,698
-329
-2% -$60.4K 0.65% 35
2023
Q3 		$2.56M Sell
14,027
-256
-2% -$49.4K 0.71% 37
2023
Q2 		$2.78M Sell
14,283
-286
-2% -$55.9K 0.73% 32
2023
Q1 		$2.82M Sell
14,569
-359
-2% -$68K 0.83% 27
2022
Q4 		$2.86M Sell
14,928
-529
-3% -$99.5K 0.92% 25
2022
Q3 		$2.65M Sell
15,457
-132
-0.8% -$24.9K 0.9% 22
2022
Q2 		$2.89M Sell
15,589
-30
-0.2% -$5.8K 0.92% 23
2022
Q1 		$3.06M Buy
15,619
+15
+0.1% +$2.92K 0.83% 29
2021
Q4 		$3.12M Buy
15,604
+339
+2% +$63.9K 0.85% 29
2021
Q3 		$2.74M Buy
15,265
+100
+0.7% +$18.5K 0.82% 32
2021
Q2 		$2.77M Sell
15,165
-1,216
-7% -$222K 0.76% 35
2021
Q1 		$2.92M Buy
16,381
+128
+0.8% +$22K 0.61% 40
2020
Q4 		$2.83M Buy
+16,253
New +$2.76M 0.63% 37
2020
Q3 		– Sell
-15,036
Closed -$2.42M – 485
2020
Q2 		$2.25M Buy
15,036
+454
+3% +$67.3K 0.54% 52
2020
Q1 		$2.01M Sell
14,582
-379
-3% -$58.4K 0.59% 52
2019
Q4 		$2.41M Buy
14,961
+366
+3% +$57.5K 0.61% 51
2019
Q3 		$2.29M Buy
14,595
+428
+3% +$65.8K 0.63% 53
2019
Q2 		$2.11M Sell
14,167
-72
-0.5% -$10.6K 0.61% 52
2019
Q1 		$2.07M Sell
14,239
-85
-0.6% -$11.8K 0.65% 48
2018
Q4 		$1.88M Sell
14,324
-324
-2% -$45.4K 0.74% 40
2018
Q3 		$2.05M Sell
14,648
-1,698
-10% -$237K 0.73% 39
2018
Q2 		$2.19M Buy
16,346
+370
+2% +$49K 0.83% 37
2018
Q1 		$2.17M Buy
15,976
+90
+0.6% +$12.8K 0.93% 33
2017
Q4 		$2.32M Buy
+15,886
New +$2.24M 0.96% 32

Other funds holding VDC

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cypress Wealth Services's VDC Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.1% in Q2 2026, selling an estimated $26.2K and leaving 10,835 shares worth $2.44M. The position accounts for 0.3% of the portfolio, ranked #71.

Cypress Wealth Services first reported a position in VDC in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.12M in Q4 2021. 126 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Cypress Wealth Services held 10,835 shares of Vanguard Consumer Staples ETF worth $2.44M as of Q2 2026.
  • Cypress Wealth Services sold 115 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $26.2K.
  • Vanguard Consumer Staples ETF made up 0.3% of Cypress Wealth Services's portfolio in Q2 2026, its #71 holding.
  • Cypress Wealth Services first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Vanguard Consumer Staples ETF position peaked at $3.12M in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.