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 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%	+$1.31K	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

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

Milestone Asset Management Group's VDC Position: Q2 2026 in Review

Milestone Asset Management Group reduced its Vanguard Consumer Staples ETF (VDC) stake by 8.7% in Q2 2026, selling an estimated $44.4K and leaving 2,043 shares worth $461K. The position accounts for 0.23% of the portfolio, ranked #86.

Milestone Asset Management Group first reported a position in VDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $509K in Q3 2025. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Milestone Asset Management Group held 2,043 shares of Vanguard Consumer Staples ETF worth $461K as of Q2 2026.
Milestone Asset Management Group sold 195 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $44.4K.
Vanguard Consumer Staples ETF made up 0.23% of Milestone Asset Management Group's portfolio in Q2 2026, its #86 holding.
Milestone Asset Management Group first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
Milestone Asset Management Group's Vanguard Consumer Staples ETF position peaked at $509K in Q3 2025.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.