Mission Wealth Management
VDC icon

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

Mission 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
Q3 		$1.03M Sell
4,734
-1,279
-21% -$292K 0.02% 370
2026
Q2 		$1.36M Buy
6,013
+1,080
+22% +$246K 0.02% 387
2026
Q1 		$1.11M Sell
4,933
-326
-6% -$74.7K 0.02% 313
2025
Q4 		$1.11M Sell
5,259
-293
-5% -$62.3K 0.02% 313
2025
Q3 		$1.19M Buy
5,552
+954
+21% +$209K 0.02% 304
2025
Q2 		$1.01M Buy
4,598
+1,098
+31% +$241K 0.02% 328
2025
Q1 		$766K Sell
3,500
-26
-0.7% -$5.62K 0.02% 361
2024
Q4 		$745K Sell
3,526
-265
-7% -$57.4K 0.02% 344
2024
Q3 		$828K Sell
3,791
-192
-5% -$40.7K 0.02% 327
2024
Q2 		$809K Buy
3,983
+136
+4% +$27.6K 0.02% 320
2024
Q1 		$785K Buy
3,847
+122
+3% +$24K 0.02% 344
2023
Q4 		$711K Buy
3,725
+182
+5% +$33.4K 0.02% 295
2023
Q3 		$647K Sell
3,543
-294
-8% -$56.7K 0.02% 298
2023
Q2 		$746K Sell
3,837
-517
-12% -$101K 0.03% 274
2023
Q1 		$843K Buy
4,354
+770
+21% +$146K 0.04% 256
2022
Q4 		$687K Buy
3,584
+842
+31% +$158K 0.03% 265
2022
Q3 		$471K Buy
2,742
+80
+3% +$15.1K 0.02% 301
2022
Q2 		$493K Sell
2,662
-102
-4% -$19.7K 0.03% 297
2022
Q1 		$542K Sell
2,764
-88
-3% -$17.1K 0.03% 298
2021
Q4 		$570K Sell
2,852
-126
-4% -$23.7K 0.03% 285
2021
Q3 		$534K Hold
2,978
– – 0.03% 280
2021
Q2 		$544K Buy
2,978
+146
+5% +$26.7K 0.03% 269
2021
Q1 		$505K Buy
2,832
+263
+10% +$45.1K 0.03% 258
2020
Q4 		$447K Sell
2,569
-491
-16% -$83.3K 0.03% 261
2020
Q3 		$500K Sell
3,060
-366
-11% -$58.9K 0.04% 204
2020
Q2 		$512K Sell
3,426
-68
-2% -$10.1K 0.04% 179
2020
Q1 		$482K Buy
+3,494
New +$538K 0.05% 163

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CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Mission Wealth Management's VDC Position: Q3 2026 in Review

Mission Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 21% in Q3 2026, selling an estimated $292K and leaving 4,734 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #370.

Mission Wealth Management first reported a position in VDC in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.36M in Q2 2026. 514 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Mission Wealth Management held 4,734 shares of Vanguard Consumer Staples ETF worth $1.03M as of Q3 2026.
  • Mission Wealth Management sold 1,279 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $292K.
  • Vanguard Consumer Staples ETF made up 0.02% of Mission Wealth Management's portfolio in Q3 2026, its #370 holding.
  • Mission Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and has held it in 27 quarters since.
  • Mission Wealth Management's Vanguard Consumer Staples ETF position peaked at $1.36M in Q2 2026.
  • 514 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.