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LifeSteps Financial’s Vanguard Consumer Staples ETF VDC Stock Holding History

LifeSteps Financial’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 		$29.8K Buy
+132
New +$30.1K 0.01% 266
2024
Q2 		– Sell
-132
Closed -$26.9K – 396
2024
Q1 		$26.9K Buy
+132
New +$25.9K 0.02% 200

Other funds holding VDC

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

LifeSteps Financial's VDC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 132 shares worth $29.8K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VDC as recently as Q1 2024.

LifeSteps Financial first reported a position in VDC in Q1 2024 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • LifeSteps Financial held 132 shares of Vanguard Consumer Staples ETF worth $29.8K as of Q2 2026.
  • Vanguard Consumer Staples ETF was a new LifeSteps Financial position in Q2 2026.
  • Vanguard Consumer Staples ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #266 holding.
  • LifeSteps Financial first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.