Hershey Financial Advisers’s Vanguard Consumer Staples ETF VDC Stock Holding History

Hershey Financial Advisers’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	$1.43M	Sell	6,354 -553	-8%	-$126K	1.03%	40
2026 Q1	$1.55M	Sell	6,907 -652	-9%	-$149K	1.34%	29
2025 Q4	$1.6M	Sell	7,559 -254	-3%	-$54K	1.35%	34
2025 Q3	$1.67M	Buy	7,813 +106	+1%	+$23.2K	1.43%	28
2025 Q2	$1.69M	Buy	+7,707	New	+$1.69M	1.51%	25
2024 Q4	$1.67M	Buy	+7,897	New	+$1.71M	1.47%	28
2024 Q2	$1.61M	Buy	+7,918	New	+$1.61M	1.44%	15

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

Hershey Financial Advisers's VDC Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Consumer Staples ETF (VDC) stake by 8% in Q2 2026, selling an estimated $126K and leaving 6,354 shares worth $1.43M. The position accounts for 1.03% of the portfolio, ranked #40.

Hershey Financial Advisers first reported a position in VDC in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q2 2025. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Hershey Financial Advisers held 6,354 shares of Vanguard Consumer Staples ETF worth $1.43M as of Q2 2026.
Hershey Financial Advisers sold 553 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $126K.
Vanguard Consumer Staples ETF made up 1.03% of Hershey Financial Advisers's portfolio in Q2 2026, its #40 holding.
Hershey Financial Advisers first reported a position in Vanguard Consumer Staples ETF in Q2 2024 and has held it in 7 quarters since.
Hershey Financial Advisers's Vanguard Consumer Staples ETF position peaked at $1.69M in Q2 2025.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.