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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elm Partners Management's VDC Position: Q1 2026 in Review

Elm Partners Management increased its Vanguard Consumer Staples ETF (VDC) stake by 114% in Q1 2026, buying an estimated $422K and bringing the position to 3,456 shares worth $774K. The position accounts for 0.03% of the portfolio, ranked #77.

Elm Partners Management first reported a position in VDC in Q1 2022 and has held it in 10 quarters since. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Elm Partners Management held 3,456 shares of Vanguard Consumer Staples ETF worth $774K as of Q1 2026.
Elm Partners Management bought 1,842 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $422K.
Vanguard Consumer Staples ETF made up 0.03% of Elm Partners Management's portfolio in Q1 2026, its #77 holding.
Elm Partners Management first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and has held it in 10 quarters since.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.