Pacific Excel Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Pacific Excel Wealth 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	$310K	Buy	+1,375	New	+$313K	0.12%	146

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

Pacific Excel Wealth Advisors's VDC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 1,375 shares worth $310K. The stake represents 0.12% of the portfolio and ranks #146 among its holdings.

660 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Pacific Excel Wealth Advisors held 1,375 shares of Vanguard Consumer Staples ETF worth $310K as of Q2 2026.
Vanguard Consumer Staples ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard Consumer Staples ETF made up 0.12% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #146 holding.
660 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.