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McKinley Carter Wealth Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

McKinley Carter Wealth Services’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 		$1.22M Hold
5,421
– – 0.06% 161
2026
Q1 		$1.22M Hold
5,421
– – 0.07% 156
2025
Q4 		$1.15M Sell
5,421
-1,179
-18% -$251K 0.06% 165
2025
Q3 		$1.41M Sell
6,600
-119
-2% -$26.1K 0.07% 145
2025
Q2 		$1.47M Sell
6,719
-7
-0.1% -$1.53K 0.08% 142
2025
Q1 		$1.47M Sell
6,726
-1,856
-22% -$401K 0.09% 138
2024
Q4 		$1.81M Sell
8,582
-131
-2% -$28.4K 0.11% 116
2024
Q3 		$1.9M Sell
8,713
-303
-3% -$64.3K 0.12% 118
2024
Q2 		$1.83M Sell
9,016
-136
-1% -$27.6K 0.12% 115
2024
Q1 		$1.87M Sell
9,152
-238
-3% -$46.7K 0.12% 112
2023
Q4 		$1.79M Sell
9,390
-987
-10% -$181K 0.13% 106
2023
Q3 		$1.9M Hold
10,377
– – 0.15% 104
2023
Q2 		$2.02M Sell
10,377
-494
-5% -$96.5K 0.15% 104
2023
Q1 		$2.1M Sell
10,871
-339
-3% -$64.2K 0.16% 101
2022
Q4 		$2.15M Sell
11,210
-60
-0.5% -$11.3K 0.18% 98
2022
Q3 		$1.94M Hold
11,270
– – 0.18% 92
2022
Q2 		$2.09M Sell
11,270
-615
-5% -$119K 0.19% 90
2022
Q1 		$2.33M Sell
11,885
-8
-0.1% -$1.56K 0.18% 92
2021
Q4 		$2.38M Sell
11,893
-149
-1% -$28.1K 0.18% 96
2021
Q3 		$2.16M Sell
12,042
-130
-1% -$24.1K 0.18% 97
2021
Q2 		$2.22M Buy
12,172
+41
+0.3% +$7.49K 0.18% 93
2021
Q1 		$2.16M Sell
12,131
-120
-1% -$20.6K 0.18% 102
2020
Q4 		$2.13M Buy
12,251
+35
+0.3% +$5.94K 0.28% 85
2020
Q3 		$2M Hold
12,216
– – 0.45% 51
2020
Q2 		$1.83M Sell
12,216
-169
-1% -$25.1K 0.45% 47
2020
Q1 		$1.71M Sell
12,385
-3,507
-22% -$540K 0.51% 45
2019
Q4 		$2.56M Sell
15,892
-171
-1% -$26.8K 0.6% 41
2019
Q3 		$2.52M Sell
16,063
-600
-4% -$92.2K 0.64% 40
2019
Q2 		$2.48M Sell
16,663
-430
-3% -$63.4K 0.67% 42
2019
Q1 		$2.48M Sell
17,093
-1,204
-7% -$167K 0.7% 39
2018
Q4 		$2.4M Sell
18,297
-799
-4% -$112K 0.79% 38
2018
Q3 		$2.68M Sell
19,096
-2,944
-13% -$411K 0.79% 34
2018
Q2 		$2.96M Sell
22,040
-7,942
-26% -$1.05M 0.95% 24
2018
Q1 		$4.08M Sell
29,982
-1,035
-3% -$147K 1.33% 13
2017
Q4 		$4.53M Sell
31,017
-2,857
-8% -$403K 1.56% 14
2017
Q3 		$4.69M Sell
33,874
-10,416
-24% -$1.47M 1.8% 13
2017
Q2 		$6.25M Buy
44,290
+1,075
+2% +$154K 2.76% 6
2017
Q1 		$6.08M Buy
43,215
+8
+0% +$1.11K 2.82% 5
2016
Q4 		$5.79M Sell
43,207
-28
-0.1% -$3.74K 2.93% 4
2016
Q3 		$5.92M Sell
43,235
-462
-1% -$64.7K 3.05% 4
2016
Q2 		$6.17M Buy
43,697
+3,552
+9% +$483K 3.21% 4
2016
Q1 		$5.43M Buy
40,145
+15,381
+62% +$1.99M 3.01% 4
2015
Q4 		$3.2M Buy
24,764
+1,136
+5% +$145K 1.83% 9
2015
Q3 		$2.87M Sell
23,628
-600
-2% -$76.1K 1.78% 8
2015
Q2 		$3.03M Buy
24,228
+535
+2% +$68K 1.64% 11
2015
Q1 		$3.01M Sell
23,693
-470
-2% -$59.5K 1.94% 10
2014
Q4 		$3.03M Buy
+24,163
New +$2.97M 2.37% 6

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

McKinley Carter Wealth Services's VDC Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 5,421 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #161.

McKinley Carter Wealth Services first reported a position in VDC in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.25M in Q2 2017. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • McKinley Carter Wealth Services held 5,421 shares of Vanguard Consumer Staples ETF worth $1.22M as of Q2 2026.
  • McKinley Carter Wealth Services left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Staples ETF made up 0.06% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #161 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Consumer Staples ETF in Q4 2014 and has held it in 47 quarters since.
  • McKinley Carter Wealth Services's Vanguard Consumer Staples ETF position peaked at $6.25M in Q2 2017.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.