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Dynamic Advisor Solutions’s Vanguard Consumer Staples ETF VDC Stock Holding History

Dynamic Advisor Solutions’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 		$375K Buy
+1,663
New +$379K 0.01% 775
2023
Q4 		– Sell
-3,190
Closed -$583K – 947
2023
Q3 		$583K Sell
3,190
-993
-24% -$192K 0.03% 476
2023
Q2 		$813K Buy
4,183
+94
+2% +$18.4K 0.04% 386
2023
Q1 		$791K Buy
4,089
+21
+0.5% +$3.98K 0.05% 372
2022
Q4 		$779K Sell
4,068
-113
-3% -$21.2K 0.05% 324
2022
Q3 		$718K Sell
4,181
-135
-3% -$25.5K 0.05% 310
2022
Q2 		$800K Buy
+4,316
New +$835K 0.06% 291
2021
Q1 		– Sell
-1,813
Closed -$315K – 778
2020
Q4 		$315K Sell
1,813
-27
-1% -$4.58K 0.03% 479
2020
Q3 		$301K Buy
1,840
+43
+2% +$6.92K 0.03% 430
2020
Q2 		$269K Buy
1,797
+256
+17% +$38K 0.04% 405
2020
Q1 		$212K Buy
1,541
+252
+20% +$38.8K 0.04% 397
2019
Q4 		$208K Buy
+1,289
New +$202K 0.03% 495
2019
Q2 		– Sell
-1,788
Closed -$260K – 553
2019
Q1 		$260K Buy
+1,788
New +$248K 0.05% 327
2014
Q3 		– Sell
-1,840
Closed -$213K – 220
2014
Q2 		$213K Sell
1,840
-77
-4% -$8.77K 0.13% 184
2014
Q1 		$212K Buy
1,917
+50
+3% +$5.38K 0.14% 176
2013
Q4 		$206K Buy
+1,867
New +$204K 0.15% 180

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
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
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
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Dynamic Advisor Solutions's VDC Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 1,663 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in VDC as recently as Q3 2023.

Dynamic Advisor Solutions first reported a position in VDC in Q4 2013 and has held it in 16 quarters since. The position peaked at $813K in Q2 2023. 95 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Dynamic Advisor Solutions held 1,663 shares of Vanguard Consumer Staples ETF worth $375K as of Q2 2026.
  • Vanguard Consumer Staples ETF was a new Dynamic Advisor Solutions position in Q2 2026.
  • Vanguard Consumer Staples ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #775 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Consumer Staples ETF in Q4 2013 and has held it in 16 quarters since.
  • Dynamic Advisor Solutions's Vanguard Consumer Staples ETF position peaked at $813K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.