Medallion Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Medallion Wealth Advisors’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	$49.6K	Sell	220 -122	-36%	-$27.8K	0.02%	471
2026 Q1	$76.8K	Hold	342	–	–	0.03%	396
2025 Q4	$72.2K	Hold	342	–	–	0.02%	406
2025 Q3	$73.1K	Hold	342	–	–	0.03%	407
2025 Q2	$75.5K	Hold	342	–	–	0.03%	392
2025 Q1	$75K	Hold	342	–	–	0.03%	355
2024 Q4	$73.2K	Buy	+342	New	+$74.1K	0.04%	347

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

Medallion Wealth Advisors's VDC Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 36% in Q2 2026, selling an estimated $27.8K and leaving 220 shares worth $49.6K. The position accounts for 0.02% of the portfolio, ranked #471.

Medallion Wealth Advisors first reported a position in VDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $76.8K in Q1 2026. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Medallion Wealth Advisors held 220 shares of Vanguard Consumer Staples ETF worth $49.6K as of Q2 2026.
Medallion Wealth Advisors sold 122 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $27.8K.
Vanguard Consumer Staples ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #471 holding.
Medallion Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $76.8K in Q1 2026.
665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.