Grimes & Company’s Vanguard Consumer Staples ETF VDC Stock Holding History

Grimes & Company’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	–	Sell	-7,777	Closed	-$1.64M	–	474
2025 Q4	$1.64M	Sell	7,777 -3,305	-30%	-$703K	0.04%	207
2025 Q3	$2.37M	Sell	11,082 -1,108	-9%	-$243K	0.06%	173
2025 Q2	$2.67M	Buy	+12,190	New	+$2.67M	0.07%	145
2025 Q1	–	Sell	-16,566	Closed	-$3.5M	–	402
2024 Q4	$3.5M	Buy	+16,566	New	+$3.59M	0.1%	114

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Grimes & Company's VDC Position: Q1 2026 in Review

Grimes & Company sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 7,777 shares — an estimated $1.64M sold.

Grimes & Company first reported a position in VDC in Q4 2024 and held it in 4 quarters. The position peaked at $3.5M in Q4 2024. 631 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Grimes & Company reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Grimes & Company sold 7,777 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $1.64M.
Grimes & Company first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and held it in 4 quarters.
Grimes & Company's Vanguard Consumer Staples ETF position peaked at $3.5M in Q4 2024.
631 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.