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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
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

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Mission Wealth Management's VDC Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 22% in Q2 2026, buying an estimated $246K and bringing the position to 6,013 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #387.

Mission Wealth Management first reported a position in VDC in Q1 2020 and has held it in 26 quarters since. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Mission Wealth Management held 6,013 shares of Vanguard Consumer Staples ETF worth $1.36M as of Q2 2026.
  • Mission Wealth Management bought 1,080 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $246K.
  • Vanguard Consumer Staples ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Mission Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and has held it in 26 quarters since.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.