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Kestra Private Wealth Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Kestra Private Wealth Services’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 		$1.29M Sell
5,735
-83
-1% -$18.9K 0.01% 770
2026
Q1 		$1.31M Buy
5,818
+203
+4% +$46.5K 0.02% 715
2025
Q4 		$1.19M Buy
5,615
+315
+6% +$67K 0.01% 733
2025
Q3 		$1.13M Buy
5,300
+647
+14% +$142K 0.01% 722
2025
Q2 		$1.02M Buy
4,653
+393
+9% +$86.1K 0.01% 741
2025
Q1 		$932K Sell
4,260
-229
-5% -$49.5K 0.02% 701
2024
Q4 		$949K Sell
4,489
-208
-4% -$45.1K 0.02% 666
2024
Q3 		$1.03M Sell
4,697
-75
-2% -$15.9K 0.02% 608
2024
Q2 		$969K Sell
4,772
-1,059
-18% -$215K 0.02% 584
2024
Q1 		$1.19M Sell
5,831
-5,430
-48% -$1.07M 0.03% 511
2023
Q4 		$2.15M Buy
11,261
+6,219
+123% +$1.14M 0.05% 330
2023
Q3 		$921K Sell
5,042
-28
-0.6% -$5.4K 0.03% 490
2023
Q2 		$986K Buy
5,070
+29
+0.6% +$5.67K 0.03% 445
2023
Q1 		$975K Sell
5,041
-178
-3% -$33.7K 0.04% 412
2022
Q4 		$1,000K Buy
5,219
+3,073
+143% +$578K 0.05% 367
2022
Q3 		$369K Sell
2,146
-195
-8% -$36.8K 0.02% 582
2022
Q2 		$434K Sell
2,341
-101
-4% -$19.5K 0.02% 546
2022
Q1 		$478K Sell
2,442
-92
-4% -$17.9K 0.02% 598
2021
Q4 		$506K Buy
2,534
+784
+45% +$148K 0.02% 580
2021
Q3 		$314K Buy
1,750
+630
+56% +$117K 0.02% 689
2021
Q2 		$204K Buy
+1,120
New +$205K 0.01% 807
2021
Q1 		– Sell
-1,182
Closed -$204K – 849
2020
Q4 		$204K Buy
+1,182
New +$201K 0.02% 662

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

Kestra Private Wealth Services's VDC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.4% in Q2 2026, selling an estimated $18.9K and leaving 5,735 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #770.

Kestra Private Wealth Services first reported a position in VDC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.15M in Q4 2023. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Kestra Private Wealth Services held 5,735 shares of Vanguard Consumer Staples ETF worth $1.29M as of Q2 2026.
  • Kestra Private Wealth Services sold 83 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $18.9K.
  • Vanguard Consumer Staples ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #770 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Vanguard Consumer Staples ETF position peaked at $2.15M in Q4 2023.
  • 666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.