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

Mosley 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 		$8.01M Buy
34,098
+2,783
+9% +$636K 2.33% 10
2026
Q2 		$7.06M Buy
31,315
+28,109
+877% +$6.41M 2.25% 11
2026
Q1 		$685K Sell
3,206
-458
-13% -$105K 0.31% 68
2025
Q4 		$777K Buy
+3,664
New +$779K 0.36% 65

Other funds holding VDC

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

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

Mosley Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 8.9% in Q3 2026, buying an estimated $636K and bringing the position to 34,098 shares worth $8.01M. The position accounts for 2.33% of the portfolio, ranked #10.

Mosley Wealth Management first reported a position in VDC in Q4 2025 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Mosley Wealth Management held 34,098 shares of Vanguard Consumer Staples ETF worth $8.01M as of Q3 2026.
  • Mosley Wealth Management bought 2,783 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $636K.
  • Vanguard Consumer Staples ETF made up 2.33% of Mosley Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Mosley Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and has held it in 4 quarters since.
  • 361 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.