Elm Partners Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Elm Partners 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	$879K	Buy	3,900 +444	+13%	+$101K	0.03%	82
2026 Q1	$774K	Buy	3,456 +1,842	+114%	+$422K	0.03%	77
2025 Q4	$341K	Sell	1,614 -241	-13%	-$51.3K	0.02%	114
2025 Q3	$396K	Buy	+1,855	New	+$407K	0.02%	104
2025 Q1	–	Sell	-1,994	Closed	-$421K	–	73
2024 Q4	$421K	Sell	1,994 -358	-15%	-$77.6K	0.03%	52
2024 Q3	$514K	Buy	2,352 +546	+30%	+$116K	0.04%	47
2024 Q2	$367K	Sell	1,806 -509	-22%	-$103K	0.03%	53
2024 Q1	$473K	Buy	2,315 +511	+28%	+$100K	0.04%	45
2023 Q4	$344K	Buy	1,804 +488	+37%	+$89.5K	0.03%	44
2023 Q3	$240K	Buy	+1,316	New	+$254K	0.02%	47
2022 Q2	–	Sell	-193	Closed	-$38K	–	42
2022 Q1	$38K	Buy	+193	New	+$37.6K	﹤0.01%	41

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

Elm Partners Management's VDC Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Consumer Staples ETF (VDC) stake by 13% in Q2 2026, buying an estimated $101K and bringing the position to 3,900 shares worth $879K. The position accounts for 0.03% of the portfolio, ranked #82.

Elm Partners Management first reported a position in VDC in Q1 2022 and has held it in 11 quarters since. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Elm Partners Management held 3,900 shares of Vanguard Consumer Staples ETF worth $879K as of Q2 2026.
Elm Partners Management bought 444 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $101K.
Vanguard Consumer Staples ETF made up 0.03% of Elm Partners Management's portfolio in Q2 2026, its #82 holding.
Elm Partners Management first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and has held it in 11 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.