HBW Advisory Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

HBW Advisory Services’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	$226K	Buy	4,670 +978	+26%	+$223K	0.02%	434
2026 Q1	$829K	Sell	3,692 -379	-9%	-$86.8K	0.09%	211
2025 Q4	$860K	Hold	4,071	–	–	0.09%	202
2025 Q3	$870K	Buy	4,071 +348	+9%	+$76.3K	0.1%	184
2025 Q2	$815K	Buy	3,723 +831	+29%	+$182K	0.1%	187
2025 Q1	$633K	Buy	2,892 +668	+30%	+$144K	0.09%	185
2024 Q4	$470K	Buy	2,224 +202	+10%	+$43.8K	0.05%	213
2024 Q3	$442K	Buy	2,022 +205	+11%	+$43.5K	0.06%	222
2024 Q2	$369K	Buy	+1,817	New	+$369K	0.06%	224
2022 Q2	–	Sell	-1,039	Closed	-$204K	–	257
2022 Q1	$204K	Sell	1,039 -52	-5%	-$10.1K	0.07%	213
2021 Q4	$218K	Buy	+1,091	New	+$206K	0.05%	244
2020 Q3	–	Sell	-6,614	Closed	-$989K	–	235
2020 Q2	$989K	Buy	+6,614	New	+$980K	0.46%	67
2020 Q1	–	Sell	-6,263	Closed	-$997K	–	143
2019 Q4	$997K	Buy	+6,263	New	+$983K	0.58%	53

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

HBW Advisory Services's VDC Position: Q2 2026 in Review

HBW Advisory Services increased its Vanguard Consumer Staples ETF (VDC) stake by 26% in Q2 2026, buying an estimated $223K and bringing the position to 4,670 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #434.

HBW Advisory Services first reported a position in VDC in Q4 2019 and has held it in 13 quarters since. The position peaked at $997K in Q4 2019. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

HBW Advisory Services held 4,670 shares of Vanguard Consumer Staples ETF worth $226K as of Q2 2026.
HBW Advisory Services bought 978 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $223K.
Vanguard Consumer Staples ETF made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #434 holding.
HBW Advisory Services first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 13 quarters since.
HBW Advisory Services's Vanguard Consumer Staples ETF position peaked at $997K in Q4 2019.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.