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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Medallion Wealth Advisors's VDC Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 342 shares worth $76.8K. The position accounts for 0.03% of the portfolio, ranked #396.

Medallion Wealth Advisors first reported a position in VDC in Q4 2024 and has held it in 6 quarters since. 629 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Medallion Wealth Advisors held 342 shares of Vanguard Consumer Staples ETF worth $76.8K as of Q1 2026.
  • Medallion Wealth Advisors left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
  • Vanguard Consumer Staples ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #396 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 6 quarters since.
  • 629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.