Evergreen Wealth Solutions’s Vanguard Consumer Staples ETF VDC Stock Holding History

Evergreen Wealth 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	$252K	Buy	+1,123	New	+$257K	0.02%	358

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

Evergreen Wealth Solutions's VDC Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2026: 1,123 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #358 among its holdings.

627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Evergreen Wealth Solutions held 1,123 shares of Vanguard Consumer Staples ETF worth $252K as of Q1 2026.
Vanguard Consumer Staples ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Vanguard Consumer Staples ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #358 holding.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.