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Houlihan Financial Resource Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Houlihan Financial Resource Group’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 		$1.87M Sell
8,283
-50
-0.6% -$11.4K 0.67% 38
2026
Q1 		$1.87M Hold
8,333
– – 0.73% 39
2025
Q4 		$1.85M Buy
8,333
+2,639
+46% +$561K 0.7% 38
2025
Q3 		$1.22M Sell
5,694
-2,785
-33% -$610K 1.07% 31
2025
Q2 		$1.84M Buy
8,479
+22
+0.3% +$4.82K 0.76% 35
2025
Q1 		$1.85M Sell
8,457
-19
-0.2% -$4.11K 0.83% 32
2024
Q4 		$1.79M Buy
8,476
+62
+0.7% +$13.4K 0.76% 33
2024
Q3 		$1.84M Buy
8,414
+83
+1% +$17.6K 0.76% 34
2024
Q2 		$1.69M Sell
8,331
-150
-2% -$30.5K 1.15% 22
2024
Q1 		$1.73M Sell
8,481
-19
-0.2% -$3.73K 0.78% 32
2023
Q4 		$1.62M Buy
8,500
+13
+0.2% +$2.38K 0.79% 33
2023
Q3 		$1.53M Sell
8,487
-346,636
-98% -$66.9M 0.82% 32
2023
Q2 		$69.4M Buy
355,123
+346,606
+4,070% +$67.7M 2.16% 15
2023
Q1 		$1.65M Buy
8,517
+1
+0% +$190 0.9% 30
2022
Q4 		$1.62M Buy
8,516
+15
+0.2% +$2.82K 0.93% 30
2022
Q3 		$1.59M Buy
+8,501
New +$1.6M 0.97% 30
2020
Q3 		$1.5M Buy
+8,744
New +$1.41M 0.87% 35
2020
Q1 		$1.29M Buy
9,328
+37
+0.4% +$5.7K 1.12% 29
2019
Q4 		$1.5M Buy
+9,291
New +$1.46M 0.97% 31

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Houlihan Financial Resource Group's VDC Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.6% in Q2 2026, selling an estimated $11.4K and leaving 8,283 shares worth $1.87M. The position accounts for 0.67% of the portfolio, ranked #38.

Houlihan Financial Resource Group first reported a position in VDC in Q4 2019 and has held it in 19 quarters since. The position peaked at $69.4M in Q2 2023. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Houlihan Financial Resource Group held 8,283 shares of Vanguard Consumer Staples ETF worth $1.87M as of Q2 2026.
  • Houlihan Financial Resource Group sold 50 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Consumer Staples ETF made up 0.67% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #38 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 19 quarters since.
  • Houlihan Financial Resource Group's Vanguard Consumer Staples ETF position peaked at $69.4M in Q2 2023.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.