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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
2020
Q4 		– Sell
-15,589
Closed -$2.55M – 500
2020
Q3 		$2.55M Buy
+15,589
New +$2.51M 0.65% 38

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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. 665 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.
  • 665 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.