JF
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Joule Financial’s Vanguard Consumer Staples ETF VDC Stock Holding History

Joule Financial’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 		$3.45M Sell
15,287
-488
-3% -$111K 0.93% 17
2026
Q1 		$3.54M Buy
15,775
+348
+2% +$79.7K 1.03% 15
2025
Q4 		$3.26M Sell
15,427
-446
-3% -$94.9K 0.98% 16
2025
Q3 		$3.39M Buy
15,873
+472
+3% +$103K 1.02% 15
2025
Q2 		$3.37M Buy
15,401
+680
+5% +$149K 1.1% 15
2025
Q1 		$3.22M Buy
14,721
+1,238
+9% +$268K 1.13% 13
2024
Q4 		$2.85M Buy
13,483
+842
+7% +$182K 1.01% 15
2024
Q3 		$2.78M Buy
12,641
+4,599
+57% +$976K 1.01% 13
2024
Q2 		$1.65M Buy
8,042
+73
+0.9% +$14.8K 0.67% 22
2024
Q1 		$1.63M Buy
7,969
+292
+4% +$57.4K 0.67% 22
2023
Q4 		$1.47M Buy
7,677
+136
+2% +$25K 0.68% 19
2023
Q3 		$1.39M Sell
7,541
-456
-6% -$88K 0.71% 17
2023
Q2 		$1.57M Buy
7,997
+37
+0.5% +$7.23K 0.81% 17
2023
Q1 		$1.54M Sell
7,960
-13,470
-63% -$2.55M 0.83% 18
2022
Q4 		$4.11M Sell
21,430
-2,716
-11% -$511K 2.72% 15
2022
Q3 		$4.15M Sell
24,146
-124
-0.5% -$23.4K 3.11% 12
2022
Q2 		$4.5M Buy
+24,270
New +$4.69M 3.51% 12

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

Joule Financial's VDC Position: Q2 2026 in Review

Joule Financial reduced its Vanguard Consumer Staples ETF (VDC) stake by 3.1% in Q2 2026, selling an estimated $111K and leaving 15,287 shares worth $3.45M. The position accounts for 0.93% of the portfolio, ranked #17.

Joule Financial first reported a position in VDC in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.5M in Q2 2022. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Joule Financial held 15,287 shares of Vanguard Consumer Staples ETF worth $3.45M as of Q2 2026.
  • Joule Financial sold 488 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Consumer Staples ETF made up 0.93% of Joule Financial's portfolio in Q2 2026, its #17 holding.
  • Joule Financial first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Vanguard Consumer Staples ETF position peaked at $4.5M in Q2 2022.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.