Golden State Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Golden State Wealth Management’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	$272K	Buy	1,206 +1,102	+1,060%	+$251K	0.02%	370
2026 Q1	$23.5K	Sell	104 -1,216	-92%	-$279K	﹤0.01%	876
2025 Q4	$279K	Buy	1,320 +183	+16%	+$38.9K	0.03%	338
2025 Q3	$243K	Buy	1,137 +1,069	+1,572%	+$234K	0.03%	346
2025 Q2	$15K	Hold	68	–	–	﹤0.01%	959
2025 Q1	$14.9K	Buy	68 +1	+1%	+$216	﹤0.01%	886
2024 Q4	$14.3K	Buy	+67	New	+$14.5K	﹤0.01%	856
2020 Q2	–	Sell	-9,462	Closed	-$1.3M	–	906
2020 Q1	$1.3M	Buy	+9,462	New	+$1.46M	0.58%	33
2019 Q4	–	Sell	-9,467	Closed	-$1.48M	–	905
2019 Q3	$1.48M	Sell	9,467 -2,368	-20%	-$364K	0.49%	41
2019 Q2	$1.76M	Sell	11,835 -4,015	-25%	-$592K	0.56%	36
2019 Q1	$2.3M	Buy	+15,850	New	+$2.2M	0.77%	24

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

Golden State Wealth Management's VDC Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 1,060% in Q2 2026, buying an estimated $251K and bringing the position to 1,206 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #370.

Golden State Wealth Management first reported a position in VDC in Q1 2019 and has held it in 11 quarters since. The position peaked at $2.3M in Q1 2019. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Golden State Wealth Management held 1,206 shares of Vanguard Consumer Staples ETF worth $272K as of Q2 2026.
Golden State Wealth Management bought 1,102 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $251K.
Vanguard Consumer Staples ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #370 holding.
Golden State Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Vanguard Consumer Staples ETF position peaked at $2.3M in Q1 2019.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.