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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EP Wealth Advisors's VDC Position: Q1 2026 in Review

EP Wealth Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 26% in Q1 2026, selling an estimated $334K and leaving 4,157 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

EP Wealth Advisors first reported a position in VDC in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.07M in Q1 2023. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • EP Wealth Advisors held 4,157 shares of Vanguard Consumer Staples ETF worth $934K as of Q1 2026.
  • EP Wealth Advisors sold 1,459 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $334K.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #657 holding.
  • EP Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 14 quarters since.
  • EP Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $5.07M in Q1 2023.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.