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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Klingman & Associates's VDC Position: Q1 2026 in Review

Klingman & Associates reduced its Vanguard Consumer Staples ETF (VDC) stake by 5.8% in Q1 2026, selling an estimated $20.6K and leaving 1,457 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #246.

Klingman & Associates first reported a position in VDC in Q3 2025 and has held it in 3 quarters since. The position peaked at $333K in Q3 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Klingman & Associates held 1,457 shares of Vanguard Consumer Staples ETF worth $327K as of Q1 2026.
  • Klingman & Associates sold 90 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $20.6K.
  • Vanguard Consumer Staples ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #246 holding.
  • Klingman & Associates first reported a position in Vanguard Consumer Staples ETF in Q3 2025 and has held it in 3 quarters since.
  • Klingman & Associates's Vanguard Consumer Staples ETF position peaked at $333K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.