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

Marion Wealth Management’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	$1.85M	Buy	8,213 +191	+2%	+$43.5K	0.38%	61
2026 Q1	$1.8M	Buy	8,022 +202	+3%	+$46.3K	0.4%	61
2025 Q4	$1.76M	Buy	7,820 +197	+3%	+$41.9K	0.39%	60
2025 Q3	$1.63M	Buy	7,623 +91	+1%	+$19.9K	0.39%	57
2025 Q2	$1.65M	Buy	7,532 +152	+2%	+$33.3K	0.41%	55
2025 Q1	$1.61M	Buy	7,380 +137	+2%	+$29.6K	0.43%	56
2024 Q4	$1.53M	Buy	7,243 +130	+2%	+$28.2K	0.41%	55
2024 Q3	$1.55M	Buy	7,113 +348	+5%	+$73.8K	0.41%	55
2024 Q2	$1.37M	Buy	6,765 +106	+2%	+$21.5K	0.4%	55
2024 Q1	$1.36M	Buy	6,659 +89	+1%	+$17.5K	0.41%	58
2023 Q4	$1.25M	Buy	6,570 +1,616	+33%	+$296K	0.4%	60
2023 Q3	$905K	Buy	4,954 +128	+3%	+$24.7K	0.32%	62
2023 Q2	$938K	Buy	4,826 +64	+1%	+$12.5K	0.33%	60
2023 Q1	$922K	Buy	4,762 +289	+6%	+$54.8K	0.34%	58
2022 Q4	$857K	Buy	4,473 +644	+17%	+$121K	0.36%	60
2022 Q3	$658K	Buy	3,829 +299	+8%	+$56.4K	0.34%	62
2022 Q2	$654K	Buy	3,530 +200	+6%	+$38.7K	0.34%	64
2022 Q1	$652K	Buy	3,330 +25	+0.8%	+$4.87K	0.32%	68
2021 Q4	$661K	Buy	+3,305	New	+$623K	0.31%	69

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Marion Wealth Management's VDC Position: Q2 2026 in Review

Marion Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 2.4% in Q2 2026, buying an estimated $43.5K and bringing the position to 8,213 shares worth $1.85M. The position accounts for 0.38% of the portfolio, ranked #61.

Marion Wealth Management first reported a position in VDC in Q4 2021 and has held it in 19 quarters since. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Marion Wealth Management held 8,213 shares of Vanguard Consumer Staples ETF worth $1.85M as of Q2 2026.
Marion Wealth Management bought 191 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $43.5K.
Vanguard Consumer Staples ETF made up 0.38% of Marion Wealth Management's portfolio in Q2 2026, its #61 holding.
Marion Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 19 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.