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 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 $1.37T 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

Northwest Financial Advisors's VDC Position: Q1 2026 in Review

Northwest Financial Advisors opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2026: 1,754 shares worth $394K. The stake represents 0.76% of the portfolio and ranks #42 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in VDC as recently as Q3 2024.

Northwest Financial Advisors first reported a position in VDC in Q4 2023 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Northwest Financial Advisors held 1,754 shares of Vanguard Consumer Staples ETF worth $394K as of Q1 2026.
Vanguard Consumer Staples ETF was a new Northwest Financial Advisors position in Q1 2026.
Vanguard Consumer Staples ETF made up 0.76% of Northwest Financial Advisors's portfolio in Q1 2026, its #42 holding.
Northwest Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 3 quarters since.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.