Guardian Wealth Advisors (North Carolina)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$5.37K	Buy	+24	New	+$5.5K	﹤0.01%	564
2025 Q3	–	Sell	-24	Closed	-$5.15K	–	542
2025 Q2	$5.15K	Buy	24 +1	+4%	+$219	﹤0.01%	507
2025 Q1	$5.12K	Hold	23	–	–	﹤0.01%	484
2024 Q4	$4.92K	Hold	23	–	–	﹤0.01%	467
2024 Q3	$5.03K	Hold	23	–	–	﹤0.01%	410
2024 Q2	$4.67K	Sell	23 -10	-30%	-$2.03K	﹤0.01%	395
2024 Q1	$6.74K	Buy	+33	New	+$6.48K	﹤0.01%	395

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s VDC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2026: 24 shares worth $5.37K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in VDC as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in VDC in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.74K in Q1 2024. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 24 shares of Vanguard Consumer Staples ETF worth $5.37K as of Q1 2026.
Vanguard Consumer Staples ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Vanguard Consumer Staples ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #564 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and has held it in 7 quarters since.
Guardian Wealth Advisors (North Carolina)'s Vanguard Consumer Staples ETF position peaked at $6.74K in Q1 2024.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.