Laurel Wealth Advisors (North Carolina)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-1,191	Closed	-$252K	–	631
2025 Q4	$252K	Buy	+1,191	New	+$253K	0.03%	176
2025 Q3	–	Sell	-1,226	Closed	-$268K	–	184
2025 Q2	$268K	Buy	1,226 +550	+81%	+$121K	0.04%	170
2025 Q1	$148K	Hold	676	–	–	0.02%	197
2024 Q4	$143K	Hold	676	–	–	0.02%	200
2024 Q3	$148K	Sell	676 -35	-5%	-$7.43K	0.02%	201
2024 Q2	$144K	Hold	711	–	–	0.03%	198
2024 Q1	$145K	Hold	711	–	–	0.02%	203
2023 Q4	$136K	Hold	711	–	–	0.03%	200
2023 Q3	$130K	Hold	711	–	–	0.03%	197
2023 Q2	$138K	Hold	711	–	–	0.03%	194
2023 Q1	$138K	Hold	711	–	–	0.03%	196
2022 Q4	$136K	Hold	711	–	–	0.03%	183
2022 Q3	$122K	Hold	711	–	–	0.03%	191
2022 Q2	$132K	Hold	711	–	–	0.03%	187
2022 Q1	$139K	Buy	711 +50	+8%	+$9.74K	0.03%	196
2021 Q4	$132K	Hold	661	–	–	0.03%	198
2021 Q3	$118K	Hold	661	–	–	0.03%	202
2021 Q2	$121K	Buy	661 +100	+18%	+$18.3K	0.03%	201
2021 Q1	$100K	Buy	561 +100	+22%	+$17.2K	0.02%	208
2020 Q4	$80K	Hold	461	–	–	0.02%	217
2020 Q3	$75K	Hold	461	–	–	0.02%	205
2020 Q2	$69K	Hold	461	–	–	0.02%	208
2020 Q1	$64K	Hold	461	–	–	0.02%	200
2019 Q4	$74K	Hold	461	–	–	0.02%	214
2019 Q3	$72K	Buy	461 +282	+158%	+$43.3K	0.02%	211
2019 Q2	$27K	Buy	179 +79	+79%	+$11.6K	0.01%	293
2019 Q1	$15K	Hold	100	–	–	0.01%	333
2018 Q4	$13K	Buy	+100	New	+$14K	0.01%	330

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VDC Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 1,191 shares — an estimated $252K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VDC in Q4 2018 and held it in 28 quarters. The position peaked at $268K in Q2 2025. 633 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,191 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $252K.
Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and held it in 28 quarters.
Laurel Wealth Advisors (North Carolina)'s Vanguard Consumer Staples ETF position peaked at $268K in Q2 2025.
633 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.