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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
Q2 		$308K Buy
1,320
+197
+18% +$44.9K 0.02% 415
2026
Q1 		$252K Buy
+1,123
New +$257K 0.02% 358

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Evergreen Wealth Solutions's VDC Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Vanguard Consumer Staples ETF (VDC) stake by 18% in Q2 2026, buying an estimated $44.9K and bringing the position to 1,320 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #415.

Evergreen Wealth Solutions first reported a position in VDC in Q1 2026 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Evergreen Wealth Solutions held 1,320 shares of Vanguard Consumer Staples ETF worth $308K as of Q2 2026.
  • Evergreen Wealth Solutions bought 197 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $44.9K.
  • Vanguard Consumer Staples ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #415 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Consumer Staples ETF in Q1 2026 and has held it in 2 quarters since.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.