Northwest Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Northwest Financial Advisors’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	$402K	Buy	1,784 +30	+2%	+$6.84K	0.05%	55
2026 Q1	$394K	Buy	+1,754	New	+$402K	0.76%	42
2024 Q4	–	Sell	-619	Closed	-$135K	–	521
2024 Q3	$135K	Buy	+619	New	+$131K	0.11%	130
2024 Q1	–	Sell	-723	Closed	-$138K	–	502
2023 Q4	$138K	Buy	+723	New	+$133K	0.12%	109

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

Northwest Financial Advisors's VDC Position: Q2 2026 in Review

Northwest Financial Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 1.7% in Q2 2026, buying an estimated $6.84K and bringing the position to 1,784 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #55.

Northwest Financial Advisors first reported a position in VDC in Q4 2023 and has held it in 4 quarters since. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Northwest Financial Advisors held 1,784 shares of Vanguard Consumer Staples ETF worth $402K as of Q2 2026.
Northwest Financial Advisors bought 30 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $6.84K.
Vanguard Consumer Staples ETF made up 0.05% of Northwest Financial Advisors's portfolio in Q2 2026, its #55 holding.
Northwest Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 4 quarters since.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.