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

Modern 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	$379K	Buy	1,681 +735	+78%	+$168K	﹤0.01%	796
2026 Q1	$212K	Sell	946 -374	-28%	-$85.7K	﹤0.01%	821
2025 Q4	$279K	Buy	1,320 +71	+6%	+$15.1K	0.01%	704
2025 Q3	$267K	Sell	1,249 -696	-36%	-$153K	0.01%	681
2025 Q2	$426K	Buy	1,945 +916	+89%	+$201K	0.01%	518
2025 Q1	$225K	Sell	1,029 -87	-8%	-$18.8K	0.01%	615
2024 Q4	$236K	Sell	1,116 -47	-4%	-$10.2K	0.01%	516
2024 Q3	$254K	Sell	1,163 -57	-5%	-$12.1K	0.02%	376
2024 Q2	$248K	Buy	1,220 +38	+3%	+$7.72K	0.02%	345
2024 Q1	$241K	Buy	+1,182	New	+$232K	0.02%	268

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

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

Modern Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 78% in Q2 2026, buying an estimated $168K and bringing the position to 1,681 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Modern Wealth Management first reported a position in VDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $426K in Q2 2025. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Modern Wealth Management held 1,681 shares of Vanguard Consumer Staples ETF worth $379K as of Q2 2026.
Modern Wealth Management bought 735 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $168K.
Vanguard Consumer Staples ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #796 holding.
Modern Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's Vanguard Consumer Staples ETF position peaked at $426K in Q2 2025.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.