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

Kingswood 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	–	Sell	-13,740	Closed	-$3.09M	–	1048
2026 Q1	$3.09M	Sell	13,740 -2,533	-16%	-$580K	0.15%	160
2025 Q4	$3.44M	Sell	16,273 -4,773	-23%	-$1.02M	0.17%	139
2025 Q3	$4.5M	Buy	21,046 +11,306	+116%	+$2.48M	0.27%	91
2025 Q2	$2.13M	Sell	9,740 -1,452	-13%	-$318K	0.17%	131
2025 Q1	$2.45M	Buy	11,192 +3,771	+51%	+$815K	0.22%	106
2024 Q4	$1.57M	Sell	7,421 -17,475	-70%	-$3.79M	0.12%	182
2024 Q3	$5.44M	Buy	24,896 +20,957	+532%	+$4.45M	0.39%	56
2024 Q2	$800K	Sell	3,939 -621	-14%	-$126K	0.07%	278
2024 Q1	$931K	Sell	4,560 -2,341	-34%	-$460K	0.11%	220
2023 Q4	$1.32M	Buy	+6,901	New	+$1.27M	0.15%	155

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

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

Kingswood Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2026, closing a stake of 13,740 shares — an estimated $3.09M sold.

Kingswood Wealth Advisors first reported a position in VDC in Q4 2023 and held it in 10 quarters. The position peaked at $5.44M in Q3 2024. 660 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Kingswood Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 13,740 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $3.09M.
Kingswood Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and held it in 10 quarters.
Kingswood Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $5.44M in Q3 2024.
660 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.