Lake Street Private Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Lake Street Private Wealth’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	$299K	Buy	1,326 +134	+11%	+$30.5K	0.03%	230
2026 Q1	$268K	Buy	1,192 +14	+1%	+$3.21K	0.03%	220
2025 Q4	$249K	Buy	1,178 +97	+9%	+$20.6K	0.03%	241
2025 Q3	$231K	Buy	1,081 +5	+0.5%	+$1.1K	0.03%	248
2025 Q2	$236K	Buy	1,076 +4	+0.4%	+$877	0.03%	232
2025 Q1	$235K	Buy	1,072 +4	+0.4%	+$864	0.04%	222
2024 Q4	$226K	Buy	1,068 +9	+0.8%	+$1.95K	0.04%	223
2024 Q3	$231K	Buy	1,059 +6	+0.6%	+$1.27K	0.04%	232
2024 Q2	$214K	Hold	1,053	–	–	0.03%	301
2024 Q1	$215K	Buy	1,053 +3	+0.3%	+$589	0.03%	295
2023 Q4	$200K	Buy	+1,050	New	+$193K	0.03%	294
2023 Q3	–	Sell	-1,038	Closed	-$202K	–	302
2023 Q2	$202K	Hold	1,038	–	–	0.04%	272
2023 Q1	$201K	Buy	+1,038	New	+$197K	0.04%	267
2022 Q1	–	Sell	-1,029	Closed	-$206K	–	360
2021 Q4	$206K	Buy	+1,029	New	+$194K	0.04%	312

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

Lake Street Private Wealth's VDC Position: Q2 2026 in Review

Lake Street Private Wealth increased its Vanguard Consumer Staples ETF (VDC) stake by 11% in Q2 2026, buying an estimated $30.5K and bringing the position to 1,326 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #230.

Lake Street Private Wealth first reported a position in VDC in Q4 2021 and has held it in 14 quarters since. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Lake Street Private Wealth held 1,326 shares of Vanguard Consumer Staples ETF worth $299K as of Q2 2026.
Lake Street Private Wealth bought 134 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $30.5K.
Vanguard Consumer Staples ETF made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #230 holding.
Lake Street Private Wealth first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 14 quarters since.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.