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Laurel Oak Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Laurel Oak Wealth Management’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 		$408K Sell
1,808
-241
-12% -$54.9K 0.06% 236
2026
Q1 		$460K Sell
2,049
-220
-10% -$50.4K 0.08% 210
2025
Q4 		$479K Buy
+2,269
New +$483K 0.08% 192

Other funds holding VDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

Laurel Oak Wealth Management's VDC Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 12% in Q2 2026, selling an estimated $54.9K and leaving 1,808 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #236.

Laurel Oak Wealth Management first reported a position in VDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $479K in Q4 2025. 413 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Laurel Oak Wealth Management held 1,808 shares of Vanguard Consumer Staples ETF worth $408K as of Q2 2026.
  • Laurel Oak Wealth Management sold 241 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $54.9K.
  • Vanguard Consumer Staples ETF made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Laurel Oak Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Vanguard Consumer Staples ETF position peaked at $479K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.