M Wealth Management LLC’s Vanguard Consumer Staples ETF VDC Stock Holding History

M Wealth Management LLC’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 Q3	$675K	Buy	3,093 +12	+0.4%	+$2.74K	0.52%	32
2026 Q2	$695K	Buy	3,081 +11	+0.4%	+$2.51K	0.55%	30
2026 Q1	$689K	Buy	3,070 +12	+0.4%	+$2.75K	0.58%	25
2025 Q4	$646K	Buy	3,058 +12	+0.4%	+$2.55K	0.56%	26
2025 Q3	$651K	Sell	3,046 -425	-12%	-$93.1K	0.57%	25
2025 Q2	$760K	Buy	3,471 +12	+0.3%	+$2.63K	0.7%	21
2025 Q1	$757K	Buy	3,459 +11	+0.3%	+$2.38K	0.71%	20
2024 Q4	$729K	Buy	+3,448	New	+$747K	0.67%	20

Other funds holding VDC

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Junk Investment Group Hunt Valley, Maryland $241M AUM

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

M Wealth Management LLC's VDC Position: Q3 2026 in Review

M Wealth Management LLC increased its Vanguard Consumer Staples ETF (VDC) stake by 0.39% in Q3 2026, buying an estimated $2.74K and bringing the position to 3,093 shares worth $675K. The position accounts for 0.52% of the portfolio, ranked #32.

M Wealth Management LLC first reported a position in VDC in Q4 2024 and has held it in 8 quarters since. The position peaked at $760K in Q2 2025. 175 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

M Wealth Management LLC held 3,093 shares of Vanguard Consumer Staples ETF worth $675K as of Q3 2026.
M Wealth Management LLC bought 12 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $2.74K.
Vanguard Consumer Staples ETF made up 0.52% of M Wealth Management LLC's portfolio in Q3 2026, its #32 holding.
M Wealth Management LLC first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 8 quarters since.
M Wealth Management LLC's Vanguard Consumer Staples ETF position peaked at $760K in Q2 2025.
175 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.