EP Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

EP Wealth Advisors’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	$920K	Sell	4,079 -78	-2%	-$17.8K	﹤0.01%	779
2026 Q1	$934K	Sell	4,157 -1,459	-26%	-$334K	﹤0.01%	657
2025 Q4	$1.19M	Buy	+5,616	New	+$1.19M	0.01%	573
2025 Q2	$709K	Sell	3,237 -385	-11%	-$84.4K	﹤0.01%	656
2025 Q1	$793K	Sell	3,622 -409	-10%	-$88.4K	0.01%	558
2024 Q4	$852K	Sell	4,031 -5,522	-58%	-$1.2M	0.01%	549
2024 Q3	$2.09M	Buy	9,553 +1,122	+13%	+$238K	0.02%	352
2024 Q2	$1.71M	Sell	8,431 -117	-1%	-$23.8K	0.02%	307
2024 Q1	$1.75M	Buy	8,548 +7,276	+572%	+$1.43M	0.02%	290
2023 Q4	$243K	Sell	1,272 -333	-21%	-$61.1K	﹤0.01%	674
2023 Q3	$293K	Sell	1,605 -4,004	-71%	-$773K	﹤0.01%	567
2023 Q2	$315K	Sell	5,609 -60,913	-92%	-$11.9M	﹤0.01%	555
2023 Q1	$5.07M	Buy	66,522 +64,957	+4,151%	+$12.3M	0.09%	131
2022 Q4	$300K	Buy	+1,565	New	+$294K	0.01%	468
2022 Q3	–	Sell	-1,446	Closed	-$268K	–	632
2022 Q2	$268K	Buy	+1,446	New	+$280K	0.01%	506

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

EP Wealth Advisors's VDC Position: Q2 2026 in Review

EP Wealth Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.9% in Q2 2026, selling an estimated $17.8K and leaving 4,079 shares worth $920K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

EP Wealth Advisors first reported a position in VDC in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.07M in Q1 2023. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

EP Wealth Advisors held 4,079 shares of Vanguard Consumer Staples ETF worth $920K as of Q2 2026.
EP Wealth Advisors sold 78 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $17.8K.
Vanguard Consumer Staples ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #779 holding.
EP Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 15 quarters since.
EP Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $5.07M in Q1 2023.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.