Klingman & Associates’s Vanguard Consumer Staples ETF VDC Stock Holding History

Klingman & Associates’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 Q3	$316K	Hold	1,450	–	–	0.01%	308
2026 Q2	$327K	Sell	1,450 -7	-0.5%	-$1.6K	0.01%	257
2026 Q1	$327K	Sell	1,457 -90	-6%	-$20.6K	0.02%	246
2025 Q4	$327K	Sell	1,547 -12	-0.8%	-$2.55K	0.02%	240
2025 Q3	$333K	Buy	+1,559	New	+$342K	0.02%	240

Other funds holding VDC

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Junk Investment Group Hunt Valley, Maryland $241M AUM

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Klingman & Associates's VDC Position: Q3 2026 in Review

Klingman & Associates held its Vanguard Consumer Staples ETF (VDC) position steady in Q3 2026 at 1,450 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #308.

Klingman & Associates first reported a position in VDC in Q3 2025 and has held it in 5 quarters since. The position peaked at $333K in Q3 2025. 159 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

Klingman & Associates held 1,450 shares of Vanguard Consumer Staples ETF worth $316K as of Q3 2026.
Klingman & Associates left its Vanguard Consumer Staples ETF share count unchanged in Q3 2026.
Vanguard Consumer Staples ETF made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #308 holding.
Klingman & Associates first reported a position in Vanguard Consumer Staples ETF in Q3 2025 and has held it in 5 quarters since.
Klingman & Associates's Vanguard Consumer Staples ETF position peaked at $333K in Q3 2025.
159 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.