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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

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. 130 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.
  • 130 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.