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

EverSource 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	$303K	Buy	1,343 +45	+3%	+$10.3K	0.01%	796
2026 Q1	$292K	Buy	1,298 +225	+21%	+$51.5K	0.01%	860
2025 Q4	$227K	Sell	1,073 -77	-7%	-$16.4K	0.01%	888
2025 Q3	$246K	Sell	1,150 -203	-15%	-$44.5K	0.01%	807
2025 Q2	$296K	Buy	1,353 +639	+89%	+$140K	0.01%	675
2025 Q1	$156K	Buy	714 +491	+220%	+$106K	0.01%	754
2024 Q4	$47.1K	Hold	223	–	–	﹤0.01%	1216
2024 Q3	$48.7K	Hold	223	–	–	﹤0.01%	1085
2024 Q2	$46.2K	Hold	223	–	–	﹤0.01%	1122
2024 Q1	$44.8K	Buy	223 +142	+175%	+$27.9K	﹤0.01%	1025
2023 Q4	$15.5K	Sell	81 -474	-85%	-$87K	﹤0.01%	1364
2023 Q3	$101K	Buy	555 +381	+219%	+$73.5K	0.01%	562
2023 Q2	$33.8K	Buy	174 +105	+152%	+$20.5K	﹤0.01%	979
2023 Q1	$13.4K	Sell	69 -7	-9%	-$1.33K	﹤0.01%	1247
2022 Q4	$14.6K	Buy	76 +72	+1,800%	+$13.5K	﹤0.01%	1186
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	1917
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	1681
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	1669
2021 Q4	$1K	Buy	+4	New	+$754	﹤0.01%	1737

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

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

EverSource Wealth Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 3.5% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,343 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #796.

EverSource Wealth Advisors first reported a position in VDC in Q4 2021 and has held it in 19 quarters since. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

EverSource Wealth Advisors held 1,343 shares of Vanguard Consumer Staples ETF worth $303K as of Q2 2026.
EverSource Wealth Advisors bought 45 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $10.3K.
Vanguard Consumer Staples ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #796 holding.
EverSource Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 19 quarters since.
665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.