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Phoenix Financial’s Vanguard Consumer Staples ETF VDC Stock Holding History

Phoenix Financial’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 		– Sell
-5,137
Closed -$1.09M – 531
2025
Q4 		$1.09M Sell
5,137
-300
-6% -$63.8K 0.01% 224
2025
Q3 		$1.16M Sell
5,437
-4,087
-43% -$896K 0.01% 219
2025
Q2 		$2.09M Buy
9,524
+2,499
+36% +$548K 0.03% 177
2025
Q1 		$1.54M Buy
7,025
+920
+15% +$199K 0.02% 191
2024
Q4 		$1.29M Hold
6,105
– – 0.02% 207
2024
Q3 		$1.33M Buy
6,105
+303
+5% +$64.3K 0.02% 206
2024
Q2 		$1.18M Sell
5,802
-5,093
-47% -$1.03M 0.02% 205
2024
Q1 		$2.22M Sell
10,895
-971
-8% -$191K 0.03% 180
2023
Q4 		$2.27M Sell
11,866
-187
-2% -$34.3K 0.04% 179
2023
Q3 		$2.2M Buy
12,053
+662
+6% +$128K 0.04% 180
2023
Q2 		$2.21M Buy
11,391
+5,617
+97% +$1.1M 0.05% 154
2023
Q1 		$1.12M Sell
5,774
-726
-11% -$138K 0.03% 183
2022
Q4 		$1.25M Buy
+6,500
New +$1.22M 0.02% 166

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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 $872M AUM 23.02% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Phoenix Financial's VDC Position: Q1 2026 in Review

Phoenix Financial sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 5,137 shares — an estimated $1.09M sold.

Phoenix Financial first reported a position in VDC in Q4 2022 and held it in 13 quarters. The position peaked at $2.27M in Q4 2023. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Phoenix Financial reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 5,137 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $1.09M.
  • Phoenix Financial first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and held it in 13 quarters.
  • Phoenix Financial's Vanguard Consumer Staples ETF position peaked at $2.27M in Q4 2023.
  • 630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.