Marion Wealth Management
VDC icon

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
Q3 		$1.84M Buy
8,443
+230
+3% +$52.6K 0.36% 60
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

CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Blankinship & Foster
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
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Junk Investment Group
Junk Investment Group Hunt Valley, Maryland $241M AUM

Marion Wealth Management's VDC Position: Q3 2026 in Review

Marion Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 2.8% in Q3 2026, buying an estimated $52.6K and bringing the position to 8,443 shares worth $1.84M. The position accounts for 0.36% of the portfolio, ranked #60.

Marion Wealth Management first reported a position in VDC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.85M in Q2 2026. 195 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Marion Wealth Management held 8,443 shares of Vanguard Consumer Staples ETF worth $1.84M as of Q3 2026.
  • Marion Wealth Management bought 230 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $52.6K.
  • Vanguard Consumer Staples ETF made up 0.36% of Marion Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Marion Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 20 quarters since.
  • Marion Wealth Management's Vanguard Consumer Staples ETF position peaked at $1.85M in Q2 2026.
  • 195 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.