Milestone Asset Management Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Milestone Asset Management Group’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	$377K	Sell	1,728 -315	-15%	-$72K	0.17%	96
2026 Q2	$461K	Sell	2,043 -195	-9%	-$44.4K	0.23%	86
2026 Q1	$503K	Sell	2,238 -69	-3%	-$15.8K	0.29%	71
2025 Q4	$487K	Sell	2,307 -74	-3%	-$15.7K	0.28%	75
2025 Q3	$509K	Buy	2,381 +161	+7%	+$35.3K	0.32%	70
2025 Q2	$486K	Buy	2,220 +6	+0.3%	+$1.32K	0.36%	66
2025 Q1	$484K	Buy	2,214 +36	+2%	+$7.78K	0.44%	58
2024 Q4	$460K	Buy	+2,178	New	+$472K	0.41%	61

Other funds holding VDC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Milestone Asset Management Group's VDC Position: Q3 2026 in Review

Milestone Asset Management Group reduced its Vanguard Consumer Staples ETF (VDC) stake by 15% in Q3 2026, selling an estimated $72K and leaving 1,728 shares worth $377K. The position accounts for 0.17% of the portfolio, ranked #96.

Milestone Asset Management Group first reported a position in VDC in Q4 2024 and has held it in 8 quarters since. The position peaked at $509K in Q3 2025. 444 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

Milestone Asset Management Group held 1,728 shares of Vanguard Consumer Staples ETF worth $377K as of Q3 2026.
Milestone Asset Management Group sold 315 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $72K.
Vanguard Consumer Staples ETF made up 0.17% of Milestone Asset Management Group's portfolio in Q3 2026, its #96 holding.
Milestone Asset Management Group first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 8 quarters since.
Milestone Asset Management Group's Vanguard Consumer Staples ETF position peaked at $509K in Q3 2025.
444 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.