NorthRock Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

NorthRock Partners’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	$524K	Buy	2,334 +712	+44%	+$163K	0.01%	409
2025 Q4	$343K	Buy	1,622 +254	+19%	+$54K	0.01%	447
2025 Q3	$292K	Buy	+1,368	New	+$300K	0.01%	710
2025 Q2	–	Sell	-244	Closed	-$53.4K	–	929
2025 Q1	$53.4K	Buy	244 +1	+0.4%	+$216	﹤0.01%	678
2024 Q4	$51.3K	Buy	243 +3	+1%	+$650	﹤0.01%	653
2024 Q3	$52.8K	Buy	240 +2	+0.8%	+$424	﹤0.01%	691
2024 Q2	$48.7K	Hold	238	–	–	﹤0.01%	668
2024 Q1	$48.6K	Buy	238 +1	+0.4%	+$196	﹤0.01%	663
2023 Q4	$45.3K	Buy	+237	New	+$43.5K	﹤0.01%	625

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

NorthRock Partners's VDC Position: Q1 2026 in Review

NorthRock Partners increased its Vanguard Consumer Staples ETF (VDC) stake by 44% in Q1 2026, buying an estimated $163K and bringing the position to 2,334 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #409.

NorthRock Partners first reported a position in VDC in Q4 2023 and has held it in 9 quarters since. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

NorthRock Partners held 2,334 shares of Vanguard Consumer Staples ETF worth $524K as of Q1 2026.
NorthRock Partners bought 712 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $163K.
Vanguard Consumer Staples ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #409 holding.
NorthRock Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 9 quarters since.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.