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

Modera 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 Q1	–	Sell	-974	Closed	-$206K	–	678
2025 Q4	$206K	Hold	974	–	–	﹤0.01%	622
2025 Q3	$208K	Hold	974	–	–	﹤0.01%	625
2025 Q2	$213K	Hold	974	–	–	﹤0.01%	611
2025 Q1	$213K	Sell	974 -43	-4%	-$9.29K	﹤0.01%	588
2024 Q4	$215K	Buy	1,017 +25	+3%	+$5.42K	﹤0.01%	579
2024 Q3	$217K	Buy	+992	New	+$210K	﹤0.01%	570

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 $872M AUM 23.02% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Modera Wealth Management's VDC Position: Q1 2026 in Review

Modera Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 974 shares — an estimated $206K sold.

Modera Wealth Management first reported a position in VDC in Q3 2024 and held it in 6 quarters. The position peaked at $217K in Q3 2024. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Modera Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Modera Wealth Management sold 974 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $206K.
Modera Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and held it in 6 quarters.
Modera Wealth Management's Vanguard Consumer Staples ETF position peaked at $217K in Q3 2024.
630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.