Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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	$3.9M	Sell	17,316 -511	-3%	-$116K	1.11%	22
2026 Q1	$4M	Sell	17,827 -472	-3%	-$108K	1.36%	20
2025 Q4	$3.87M	Sell	18,299 -862	-4%	-$183K	1.34%	18
2025 Q3	$4.1M	Sell	19,161 -430	-2%	-$94.2K	1.5%	17
2025 Q2	$4.29M	Buy	19,591 +46	+0.2%	+$10.1K	1.72%	16
2025 Q1	$4.21M	Sell	19,545 -333	-2%	-$72K	1.9%	17
2024 Q4	$4.2M	Sell	19,878 -1,125	-5%	-$244K	1.97%	15
2024 Q3	$4.59M	Sell	21,003 -1,902	-8%	-$404K	2.24%	15
2024 Q2	$4.65M	Sell	22,905 -4,455	-16%	-$905K	2.55%	12
2024 Q1	$5.59M	Sell	27,360 -5,986	-18%	-$1.18M	3.35%	9
2023 Q4	$6.37M	Buy	+33,346	New	+$6.12M	4.61%	7
2022 Q4	$7.55M	Buy	+39,422	New	+$7.41M	6.84%	4
2021 Q4	$7.15M	Buy	+35,790	New	+$6.74M	6.59%	4

Other funds holding VDC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's VDC Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 2.9% in Q2 2026, selling an estimated $116K and leaving 17,316 shares worth $3.9M. The position accounts for 1.11% of the portfolio, ranked #22.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VDC in Q4 2021 and has held it in 13 quarters since. The position peaked at $7.55M in Q4 2022. 414 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 17,316 shares of Vanguard Consumer Staples ETF worth $3.9M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 511 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $116K.
Vanguard Consumer Staples ETF made up 1.11% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #22 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Vanguard Consumer Staples ETF position peaked at $7.55M in Q4 2022.
414 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.