Oxford Financial Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Oxford Financial Group’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	$14.8K	Hold	66	–	–	﹤0.01%	284
2025 Q4	$13.8K	Buy	66 +1	+2%	+$213	﹤0.01%	269
2025 Q3	$13.9K	Hold	65	–	–	﹤0.01%	264
2025 Q2	$14.2K	Buy	65 +1	+2%	+$219	﹤0.01%	250
2025 Q1	$14.1K	Sell	64 -2	-3%	-$432	﹤0.01%	249
2024 Q4	$14K	Buy	66 +1	+2%	+$217	﹤0.01%	284
2024 Q3	$14.3K	Sell	65 -22	-25%	-$4.67K	﹤0.01%	277
2024 Q2	$17.6K	Buy	87 +24	+38%	+$4.88K	﹤0.01%	300
2024 Q1	$12.8K	Hold	63	–	–	﹤0.01%	265
2023 Q4	$12K	Buy	63 +1	+2%	+$183	﹤0.01%	284
2023 Q3	$11.3K	Buy	+62	New	+$12K	﹤0.01%	256
2022 Q3	–	Sell	-610	Closed	-$113K	–	269
2022 Q2	$113K	Hold	610	–	–	0.02%	197
2022 Q1	$120K	Hold	610	–	–	0.02%	200
2021 Q4	$122K	Buy	610 +184	+43%	+$34.7K	0.01%	212
2021 Q3	$76K	Buy	+426	New	+$78.9K	0.01%	208

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

Oxford Financial Group's VDC Position: Q1 2026 in Review

Oxford Financial Group held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 66 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Oxford Financial Group first reported a position in VDC in Q3 2021 and has held it in 15 quarters since. The position peaked at $122K in Q4 2021. 629 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Oxford Financial Group held 66 shares of Vanguard Consumer Staples ETF worth $14.8K as of Q1 2026.
Oxford Financial Group left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
Vanguard Consumer Staples ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #284 holding.
Oxford Financial Group first reported a position in Vanguard Consumer Staples ETF in Q3 2021 and has held it in 15 quarters since.
Oxford Financial Group's Vanguard Consumer Staples ETF position peaked at $122K in Q4 2021.
629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.