Heritage Family Offices’s Vanguard Consumer Staples ETF VDC Stock Holding History

Heritage Family Offices’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	$310K	Hold	1,375	–	–	0.12%	147
2026 Q1	$309K	Hold	1,375	–	–	0.14%	138
2025 Q4	$290K	Hold	1,375	–	–	0.13%	146
2025 Q3	$294K	Hold	1,375	–	–	0.14%	138
2025 Q2	$296K	Hold	1,375	–	–	0.15%	125
2025 Q1	$301K	Hold	1,375	–	–	0.15%	123
2024 Q4	$291K	Hold	1,375	–	–	0.15%	128
2024 Q3	$300K	Hold	1,375	–	–	0.16%	129
2024 Q2	$279K	Buy	+1,375	New	+$279K	0.15%	124

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

Heritage Family Offices's VDC Position: Q2 2026 in Review

Heritage Family Offices held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 1,375 shares worth $310K. The position accounts for 0.12% of the portfolio, ranked #147.

Heritage Family Offices first reported a position in VDC in Q2 2024 and has held it in 9 quarters since. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Heritage Family Offices held 1,375 shares of Vanguard Consumer Staples ETF worth $310K as of Q2 2026.
Heritage Family Offices left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #147 holding.
Heritage Family Offices first reported a position in Vanguard Consumer Staples ETF in Q2 2024 and has held it in 9 quarters since.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.