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

Dogwood 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 		– Sell
-5
Closed -$1.12K – 926
2026
Q1 		$1.12K Hold
5
– – ﹤0.01% 738
2025
Q4 		$1.06K Hold
5
– – ﹤0.01% 623
2025
Q3 		$1.07K Hold
5
– – ﹤0.01% 598
2025
Q2 		$1.1K Buy
+5
New +$1.1K ﹤0.01% 608

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

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

Dogwood Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2026, closing a stake of 5 shares — an estimated $1.12K sold.

Dogwood Wealth Management first reported a position in VDC in Q2 2025 and held it in 4 quarters. The position peaked at $1.12K in Q1 2026. 661 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 5 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $1.12K.
  • Dogwood Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q2 2025 and held it in 4 quarters.
  • Dogwood Wealth Management's Vanguard Consumer Staples ETF position peaked at $1.12K in Q1 2026.
  • 661 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.