MWM
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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

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

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. 92 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.
  • 92 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.