Heritage Wealth Management (Ohio)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Heritage Wealth Management (Ohio)’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	$214K	Hold	955	–	–	0.11%	145
2025 Q4	$202K	Hold	955	–	–	0.06%	251
2025 Q3	$204K	Hold	955	–	–	0.06%	240
2025 Q2	$209K	Hold	955	–	–	0.07%	229
2025 Q1	$209K	Hold	955	–	–	0.07%	216
2024 Q4	$202K	Buy	+955	New	+$207K	0.07%	224

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

Heritage Wealth Management (Ohio)'s VDC Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 955 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #145.

Heritage Wealth Management (Ohio) first reported a position in VDC in Q4 2024 and has held it in 6 quarters since. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Heritage Wealth Management (Ohio) held 955 shares of Vanguard Consumer Staples ETF worth $214K as of Q1 2026.
Heritage Wealth Management (Ohio) left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
Vanguard Consumer Staples ETF made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #145 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 6 quarters since.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.