DHJJ Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

DHJJ Financial Advisors’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	$1.34M	Sell	5,934 -19	-0.3%	-$4.33K	0.39%	43
2026 Q1	$1.34M	Sell	5,953 -14	-0.2%	-$3.21K	0.44%	42
2025 Q4	$1.26M	Sell	5,967 -363	-6%	-$77.2K	0.42%	43
2025 Q3	$1.35M	Sell	6,330 -81	-1%	-$17.8K	0.46%	44
2025 Q2	$1.4M	Sell	6,411 -188	-3%	-$41.2K	0.51%	38
2025 Q1	$1.44M	Sell	6,599 -188	-3%	-$40.6K	0.58%	33
2024 Q4	$1.43M	Sell	6,787 -365	-5%	-$79.1K	0.56%	35
2024 Q3	$1.56M	Sell	7,152 -769	-10%	-$163K	0.62%	29
2024 Q2	$1.61M	Sell	7,921 -415	-5%	-$84.3K	0.68%	30
2024 Q1	$1.7M	Buy	8,336 +1	+0%	+$196	0.75%	27
2023 Q4	$1.59M	Buy	8,335 +11	+0.1%	+$2.02K	0.74%	28
2023 Q3	$1.52M	Sell	8,324 -200	-2%	-$38.6K	0.77%	28
2023 Q2	$1.66M	Sell	8,524 -45	-0.5%	-$8.79K	0.86%	29
2023 Q1	$1.65M	Buy	8,569 +401	+5%	+$76K	0.9%	27
2022 Q4	$1.56M	Sell	8,168 -267	-3%	-$50.2K	0.9%	26
2022 Q3	$1.45M	Sell	8,435 -200	-2%	-$37.8K	0.85%	30
2022 Q2	$1.6M	Sell	8,635 -51	-0.6%	-$9.86K	0.89%	28
2022 Q1	$1.73M	Sell	8,686 -14	-0.2%	-$2.73K	0.83%	30
2021 Q4	$1.74M	Sell	8,700 -83	-0.9%	-$15.6K	0.82%	30
2021 Q3	$1.57M	Sell	8,783 -12	-0.1%	-$2.22K	0.81%	31
2021 Q2	$1.6M	Sell	8,795 -23	-0.3%	-$4.2K	0.85%	29
2021 Q1	$1.57M	Buy	8,818 +106	+1%	+$18.2K	0.91%	27
2020 Q4	$1.51M	Buy	+8,712	New	+$1.48M	0.95%	25

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

DHJJ Financial Advisors's VDC Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.32% in Q2 2026, selling an estimated $4.33K and leaving 5,934 shares worth $1.34M. The position accounts for 0.39% of the portfolio, ranked #43.

DHJJ Financial Advisors first reported a position in VDC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.74M in Q4 2021. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

DHJJ Financial Advisors held 5,934 shares of Vanguard Consumer Staples ETF worth $1.34M as of Q2 2026.
DHJJ Financial Advisors sold 19 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $4.33K.
Vanguard Consumer Staples ETF made up 0.39% of DHJJ Financial Advisors's portfolio in Q2 2026, its #43 holding.
DHJJ Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's Vanguard Consumer Staples ETF position peaked at $1.74M in Q4 2021.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.