Panoramic Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Panoramic Investment 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	$487K	Buy	2,159 +8	+0.4%	+$1.82K	0.23%	79
2026 Q1	$483K	Buy	2,151 +9	+0.4%	+$2.06K	0.26%	78
2025 Q4	$453K	Buy	2,142 +12	+0.6%	+$2.55K	0.25%	77
2025 Q3	$455K	Buy	2,130 +11	+0.5%	+$2.41K	0.26%	71
2025 Q2	$464K	Buy	2,119 +12	+0.6%	+$2.63K	0.29%	68
2025 Q1	$461K	Buy	2,107 +61	+3%	+$13.2K	0.31%	67
2024 Q4	$432K	Buy	2,046 +68	+3%	+$14.7K	0.28%	71
2024 Q3	$432K	Buy	+1,978	New	+$420K	0.3%	72
2024 Q1	$373K	Buy	1,828 +147	+9%	+$28.9K	0.28%	75
2023 Q4	$321K	Buy	1,681 +180	+12%	+$33K	0.28%	73
2023 Q3	$274K	Buy	+1,501	New	+$290K	0.25%	81
2022 Q4	$284K	Buy	+1,484	New	+$279K	0.29%	75

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

Panoramic Investment Advisors's VDC Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 0.37% in Q2 2026, buying an estimated $1.82K and bringing the position to 2,159 shares worth $487K. The position accounts for 0.23% of the portfolio, ranked #79.

Panoramic Investment Advisors first reported a position in VDC in Q4 2022 and has held it in 12 quarters since. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Panoramic Investment Advisors held 2,159 shares of Vanguard Consumer Staples ETF worth $487K as of Q2 2026.
Panoramic Investment Advisors bought 8 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $1.82K.
Vanguard Consumer Staples ETF made up 0.23% of Panoramic Investment Advisors's portfolio in Q2 2026, its #79 holding.
Panoramic Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and has held it in 12 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.