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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M Wealth Management LLC's VDC Position: Q1 2026 in Review

M Wealth Management LLC increased its Vanguard Consumer Staples ETF (VDC) stake by 0.39% in Q1 2026, buying an estimated $2.75K and bringing the position to 3,070 shares worth $689K. The position accounts for 0.58% of the portfolio, ranked #25.

M Wealth Management LLC first reported a position in VDC in Q4 2024 and has held it in 6 quarters since. The position peaked at $760K in Q2 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

M Wealth Management LLC held 3,070 shares of Vanguard Consumer Staples ETF worth $689K as of Q1 2026.
M Wealth Management LLC bought 12 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $2.75K.
Vanguard Consumer Staples ETF made up 0.58% of M Wealth Management LLC's portfolio in Q1 2026, its #25 holding.
M Wealth Management LLC first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 6 quarters since.
M Wealth Management LLC's Vanguard Consumer Staples ETF position peaked at $760K in Q2 2025.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.