FP
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Financial Perspectives’s Vanguard Consumer Staples ETF VDC Stock Holding History

Financial Perspectives’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 		$3.34M Buy
14,815
+239
+2% +$54.5K 0.81% 28
2026
Q1 		$3.27M Buy
14,576
+422
+3% +$96.7K 0.91% 22
2025
Q4 		$2.99M Buy
14,154
+689
+5% +$147K 0.81% 26
2025
Q3 		$2.88M Buy
13,465
+570
+4% +$125K 0.8% 27
2025
Q2 		$2.82M Buy
12,895
+1,263
+11% +$277K 0.85% 24
2025
Q1 		$2.55M Buy
11,632
+1,045
+10% +$226K 0.87% 26
2024
Q4 		$2.24M Buy
10,587
+215
+2% +$46.6K 0.75% 29
2024
Q3 		$2.27M Buy
10,372
+425
+4% +$90.2K 0.79% 27
2024
Q2 		$2.02M Buy
9,947
+328
+3% +$66.6K 0.75% 27
2024
Q1 		$1.96M Buy
9,619
+111
+1% +$21.8K 0.74% 28
2023
Q4 		$1.82M Sell
9,508
-95
-1% -$17.4K 0.74% 29
2023
Q3 		$1.75M Buy
9,603
+816
+9% +$157K 0.8% 28
2023
Q2 		$1.71M Buy
8,787
+824
+10% +$161K 0.75% 27
2023
Q1 		$1.54M Buy
7,963
+648
+9% +$123K 0.74% 28
2022
Q4 		$1.4M Buy
7,315
+1,042
+17% +$196K 0.72% 28
2022
Q3 		$1.08M Buy
6,273
+23
+0.4% +$4.34K 0.6% 29
2022
Q2 		$1.16M Buy
6,250
+532
+9% +$103K 0.65% 27
2022
Q1 		$1.12M Buy
5,718
+815
+17% +$159K 0.52% 32
2021
Q4 		$980K Buy
4,903
+633
+15% +$119K 0.46% 40
2021
Q3 		$765K Buy
4,270
+593
+16% +$110K 0.39% 46
2021
Q2 		$671K Sell
3,677
-587,391
-99% -$107M 0.33% 55
2021
Q1 		$3.32M Buy
591,068
+587,899
+18,552% +$101M 0.16% 101
2020
Q4 		$551K Sell
3,169
-1,084
-25% -$184K 0.31% 51
2020
Q3 		$695K Buy
4,253
+113
+3% +$18.2K 0.46% 35
2020
Q2 		$619K Buy
4,140
+890
+27% +$132K 0.44% 35
2020
Q1 		$448K Buy
3,250
+439
+16% +$67.7K 0.36% 40
2019
Q4 		$453K Buy
+2,811
New +$441K 0.31% 41

Other funds holding VDC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Financial Perspectives's VDC Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Consumer Staples ETF (VDC) stake by 1.6% in Q2 2026, buying an estimated $54.5K and bringing the position to 14,815 shares worth $3.34M. The position accounts for 0.81% of the portfolio, ranked #28.

Financial Perspectives first reported a position in VDC in Q4 2019 and has held it in 27 quarters since. 278 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Financial Perspectives held 14,815 shares of Vanguard Consumer Staples ETF worth $3.34M as of Q2 2026.
  • Financial Perspectives bought 239 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $54.5K.
  • Vanguard Consumer Staples ETF made up 0.81% of Financial Perspectives's portfolio in Q2 2026, its #28 holding.
  • Financial Perspectives first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 27 quarters since.
  • 278 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.