Diversify Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Diversify Wealth Management’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	$523K	Buy	2,266 +447	+25%	+$102K	0.01%	848
2026 Q1	$415K	Buy	1,819 +80	+5%	+$18.3K	0.01%	859
2025 Q4	$384K	Sell	1,739 -3	-0.2%	-$638	0.02%	496
2025 Q3	$361K	Sell	1,742 -117	-6%	-$25.6K	0.02%	431
2025 Q2	$416K	Sell	1,859 -292	-14%	-$64K	0.03%	402
2025 Q1	$472K	Sell	2,151 -421	-16%	-$91K	0.04%	364
2024 Q4	$532K	Sell	2,572 -198	-7%	-$42.9K	0.04%	344
2024 Q3	$599K	Buy	2,770 +96	+4%	+$20.4K	0.06%	281
2024 Q2	$551K	Buy	+2,674	New	+$543K	0.07%	251

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

Diversify Wealth Management's VDC Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 25% in Q2 2026, buying an estimated $102K and bringing the position to 2,266 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #848.

Diversify Wealth Management first reported a position in VDC in Q2 2024 and has held it in 9 quarters since. The position peaked at $599K in Q3 2024. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Diversify Wealth Management held 2,266 shares of Vanguard Consumer Staples ETF worth $523K as of Q2 2026.
Diversify Wealth Management bought 447 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $102K.
Vanguard Consumer Staples ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #848 holding.
Diversify Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Vanguard Consumer Staples ETF position peaked at $599K in Q3 2024.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.