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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 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. 92 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.
92 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.