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

HB 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	$800K	Sell	3,550 -67	-2%	-$15.3K	﹤0.01%	845
2026 Q1	$812K	Sell	3,617 -26	-0.7%	-$5.96K	0.01%	751
2025 Q4	$770K	Sell	3,643 -61	-2%	-$13K	0.01%	717
2025 Q3	$792K	Buy	+3,704	New	+$812K	0.01%	682
2025 Q2	–	Sell	-1,191	Closed	-$261K	–	1300
2025 Q1	$261K	Buy	+1,191	New	+$257K	﹤0.01%	1024
2022 Q1	–	Sell	-1,549	Closed	-$310K	–	623
2021 Q4	$310K	Buy	+1,549	New	+$292K	0.01%	382

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

HB Wealth Management's VDC Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.9% in Q2 2026, selling an estimated $15.3K and leaving 3,550 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

HB Wealth Management first reported a position in VDC in Q4 2021 and has held it in 6 quarters since. The position peaked at $812K in Q1 2026. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

HB Wealth Management held 3,550 shares of Vanguard Consumer Staples ETF worth $800K as of Q2 2026.
HB Wealth Management sold 67 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $15.3K.
Vanguard Consumer Staples ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #845 holding.
HB Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 6 quarters since.
HB Wealth Management's Vanguard Consumer Staples ETF position peaked at $812K in Q1 2026.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.