Envestnet Portfolio Solutions’s Vanguard Consumer Staples ETF VDC Stock Holding History

Envestnet Portfolio 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 Q1	–	Sell	-1,734	Closed	-$366K	–	1511
2025 Q4	$366K	Buy	1,734 +205	+13%	+$43.6K	﹤0.01%	1182
2025 Q3	$327K	Sell	1,529 -24,153	-94%	-$5.29M	﹤0.01%	1203
2025 Q2	$5.62M	Sell	25,682 -10,714	-29%	-$2.35M	0.02%	334
2025 Q1	$7.96M	Sell	36,396 -488	-1%	-$105K	0.03%	269
2024 Q4	$7.8M	Sell	36,884 -483	-1%	-$105K	0.03%	297
2024 Q3	$8.16M	Buy	37,367 +383	+1%	+$81.3K	0.03%	287
2024 Q2	$7.51M	Sell	36,984 -2,296	-6%	-$466K	0.03%	284
2024 Q1	$8.02M	Buy	39,280 +34,694	+757%	+$6.81M	0.03%	275
2023 Q4	$876K	Sell	4,586 -39,490	-90%	-$7.25M	﹤0.01%	826
2023 Q3	$8.05M	Buy	+44,076	New	+$8.5M	0.04%	217

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's VDC Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 1,734 shares — an estimated $366K sold.

Envestnet Portfolio Solutions first reported a position in VDC in Q3 2023 and held it in 10 quarters. The position peaked at $8.16M in Q3 2024. 633 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,734 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $366K.
Envestnet Portfolio Solutions first reported a position in Vanguard Consumer Staples ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Vanguard Consumer Staples ETF position peaked at $8.16M in Q3 2024.
633 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.