N.E.W. Advisory Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

N.E.W. Advisory Services’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	$2.79M	Sell	12,352 -191	-2%	-$43.5K	0.19%	65
2026 Q1	$2.82M	Sell	12,543 -38	-0.3%	-$8.7K	0.21%	60
2025 Q4	$2.66M	Buy	12,581 +129	+1%	+$27.4K	0.2%	62
2025 Q3	$2.66M	Buy	12,452 +60	+0.5%	+$13.1K	0.24%	48
2025 Q2	$2.71M	Sell	12,392 -1,092	-8%	-$239K	0.26%	45
2025 Q1	$2.95M	Buy	13,484 +2,728	+25%	+$589K	0.23%	56
2024 Q4	$2.27M	Buy	10,756 +213	+2%	+$46.2K	0.22%	60
2024 Q3	$2.3M	Buy	10,543 +536	+5%	+$114K	0.23%	55
2024 Q2	$2.03M	Sell	10,007 -554	-5%	-$113K	0.22%	54
2024 Q1	$2.16M	Buy	10,561 +3,535	+50%	+$694K	0.24%	53
2023 Q4	$1.34M	Buy	7,026 +215	+3%	+$39.4K	0.16%	61
2023 Q3	$1.24M	Sell	6,811 -218	-3%	-$42.1K	0.18%	62
2023 Q2	$1.37M	Sell	7,029 -948	-12%	-$185K	0.19%	51
2023 Q1	$1.54M	Sell	7,977 -348	-4%	-$66K	0.22%	45
2022 Q4	$1.59M	Sell	8,325 -827	-9%	-$156K	0.25%	41
2022 Q3	$1.57M	Buy	9,152 +133	+1%	+$25.1K	0.28%	39
2022 Q2	$1.67M	Sell	9,019 -5,361	-37%	-$1.04M	0.29%	38
2022 Q1	$2.57M	Buy	14,380 +5,301	+58%	+$1.03M	0.49%	29
2021 Q4	$1.81M	Sell	9,079 -1,779	-16%	-$335K	0.27%	37
2021 Q3	$1.95M	Sell	10,858 -965	-8%	-$179K	0.32%	35
2021 Q2	$2.16M	Sell	11,823 -2,557	-18%	-$467K	0.36%	33
2021 Q1	$2.56M	Sell	14,380 -5,544	-28%	-$951K	0.48%	32
2020 Q4	$3.46M	Buy	19,924 +3,242	+19%	+$550K	0.73%	25
2020 Q3	$2.73M	Sell	16,682 -2,411	-13%	-$388K	0.77%	26
2020 Q2	$2.86M	Buy	+19,093	New	+$2.83M	0.89%	23
2019 Q4	$3.68M	Buy	+22,835	New	+$3.58M	1.19%	19

Other funds holding VDC

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

N.E.W. Advisory Services's VDC Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.5% in Q2 2026, selling an estimated $43.5K and leaving 12,352 shares worth $2.79M. The position accounts for 0.19% of the portfolio, ranked #65.

N.E.W. Advisory Services first reported a position in VDC in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.68M in Q4 2019. 463 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

N.E.W. Advisory Services held 12,352 shares of Vanguard Consumer Staples ETF worth $2.79M as of Q2 2026.
N.E.W. Advisory Services sold 191 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $43.5K.
Vanguard Consumer Staples ETF made up 0.19% of N.E.W. Advisory Services's portfolio in Q2 2026, its #65 holding.
N.E.W. Advisory Services first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Vanguard Consumer Staples ETF position peaked at $3.68M in Q4 2019.
463 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.