JFS Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

JFS Wealth Advisors’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	$24.8K	Buy	+110	New	+$25.1K	﹤0.01%	715
2025 Q2	–	Sell	-1	Closed	-$185	–	1968
2025 Q1	$185	Hold	1	–	–	﹤0.01%	1843
2024 Q4	$179	Hold	1	–	–	﹤0.01%	1855
2024 Q3	$185	Hold	1	–	–	﹤0.01%	1874
2024 Q2	$172	Hold	1	–	–	﹤0.01%	1904
2024 Q1	$173	Hold	1	–	–	﹤0.01%	1906
2023 Q4	$162	Hold	1	–	–	﹤0.01%	1922
2023 Q3	$155	Buy	+1	New	+$193	﹤0.01%	1886
2020 Q4	–	Sell	-103	Closed	-$17K	–	629
2020 Q3	$17K	Sell	103 -397	-79%	-$63.9K	﹤0.01%	334
2020 Q2	$75K	Buy	+500	New	+$74.1K	0.02%	200

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

JFS Wealth Advisors's VDC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 110 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in VDC as recently as Q1 2025.

JFS Wealth Advisors first reported a position in VDC in Q2 2020 and has held it in 10 quarters since. The position peaked at $75K in Q2 2020. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

JFS Wealth Advisors held 110 shares of Vanguard Consumer Staples ETF worth $24.8K as of Q2 2026.
Vanguard Consumer Staples ETF was a new JFS Wealth Advisors position in Q2 2026.
Vanguard Consumer Staples ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #715 holding.
JFS Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2020 and has held it in 10 quarters since.
JFS Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $75K in Q2 2020.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.