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Legacy Financial Strategies’s Vanguard Consumer Staples ETF VDC Stock Holding History

Legacy Financial Strategies’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 		$207K Buy
917
+5
+0.5% +$1.14K 0.03% 143
2026
Q1 		$205K Buy
+912
New +$209K 0.04% 136
2018
Q1 		– Sell
-2,742
Closed -$400K – 103
2017
Q4 		$400K Buy
+2,742
New +$387K 0.43% 47

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Legacy Financial Strategies's VDC Position: Q2 2026 in Review

Legacy Financial Strategies increased its Vanguard Consumer Staples ETF (VDC) stake by 0.55% in Q2 2026, buying an estimated $1.14K and bringing the position to 917 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #143.

Legacy Financial Strategies first reported a position in VDC in Q4 2017 and has held it in 3 quarters since. The position peaked at $400K in Q4 2017. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Legacy Financial Strategies held 917 shares of Vanguard Consumer Staples ETF worth $207K as of Q2 2026.
  • Legacy Financial Strategies bought 5 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $1.14K.
  • Vanguard Consumer Staples ETF made up 0.03% of Legacy Financial Strategies's portfolio in Q2 2026, its #143 holding.
  • Legacy Financial Strategies first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and has held it in 3 quarters since.
  • Legacy Financial Strategies's Vanguard Consumer Staples ETF position peaked at $400K in Q4 2017.
  • 666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.