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

McNaughton 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	–	Sell	-1,008	Closed	-$226K	–	77
2026 Q1	$226K	Hold	1,008	–	–	0.09%	69
2025 Q4	$213K	Hold	1,008	–	–	0.09%	70
2025 Q3	$215K	Sell	1,008 -15	-1%	-$3.29K	0.09%	72
2025 Q2	$224K	Hold	1,023	–	–	0.1%	71
2025 Q1	$224K	Hold	1,023	–	–	0.11%	71
2024 Q4	$216K	Hold	1,023	–	–	0.1%	55
2024 Q3	$224K	Hold	1,023	–	–	0.11%	54
2024 Q2	$208K	Hold	1,023	–	–	0.11%	52
2024 Q1	$209K	Buy	+1,023	New	+$201K	0.12%	52
2023 Q3	–	Sell	-1,083	Closed	-$211K	–	56
2023 Q2	$211K	Hold	1,083	–	–	0.13%	56
2023 Q1	$210K	Hold	1,083	–	–	0.14%	52
2022 Q4	$207K	Buy	+1,083	New	+$204K	0.14%	54
2022 Q3	–	Sell	-1,083	Closed	-$201K	–	55
2022 Q2	$201K	Hold	1,083	–	–	0.14%	53
2022 Q1	$212K	Hold	1,083	–	–	0.14%	51
2021 Q4	$217K	Buy	+1,083	New	+$204K	0.14%	50

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

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

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

McNaughton Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2026, closing a stake of 1,008 shares — an estimated $226K sold.

McNaughton Wealth Management first reported a position in VDC in Q4 2021 and held it in 15 quarters. The position peaked at $226K in Q1 2026. 129 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

McNaughton Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
McNaughton Wealth Management sold 1,008 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $226K.
McNaughton Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and held it in 15 quarters.
McNaughton Wealth Management's Vanguard Consumer Staples ETF position peaked at $226K in Q1 2026.
129 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.