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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $715M AUM 15.96% 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 $374B AUM 17.66% 1-Year Est. Return

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

Modern Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 28% in Q1 2026, selling an estimated $85.7K and leaving 946 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Modern Wealth Management first reported a position in VDC in Q1 2024 and has held it in 9 quarters since. The position peaked at $426K in Q2 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Modern Wealth Management held 946 shares of Vanguard Consumer Staples ETF worth $212K as of Q1 2026.
Modern Wealth Management sold 374 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $85.7K.
Vanguard Consumer Staples ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #821 holding.
Modern Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Vanguard Consumer Staples ETF position peaked at $426K in Q2 2025.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.