Pines Wealth Management
VDC icon

Pines Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Pines Wealth Management’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
Q3 		$511K Buy
2,341
+339
+17% +$77.5K 0.15% 130
2026
Q2 		$451K Buy
2,002
+142
+8% +$32.4K 0.13% 146
2026
Q1 		$418K Buy
1,860
+432
+30% +$99K 0.14% 147
2025
Q4 		$302K Buy
1,428
+81
+6% +$17.2K 0.1% 171
2025
Q3 		$288K Buy
1,347
+147
+12% +$32.2K 0.1% 184
2025
Q2 		$266K Buy
1,200
+106
+10% +$23.2K 0.09% 186
2025
Q1 		$224K Buy
1,094
+83
+8% +$17.9K 0.1% 182
2024
Q4 		$209K Buy
+1,011
New +$219K 0.09% 198

Other funds holding VDC

CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Junk Investment Group
Junk Investment Group Hunt Valley, Maryland $241M AUM
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Pines Wealth Management's VDC Position: Q3 2026 in Review

Pines Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 17% in Q3 2026, buying an estimated $77.5K and bringing the position to 2,341 shares worth $511K. The position accounts for 0.15% of the portfolio, ranked #130.

Pines Wealth Management first reported a position in VDC in Q4 2024 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Pines Wealth Management held 2,341 shares of Vanguard Consumer Staples ETF worth $511K as of Q3 2026.
  • Pines Wealth Management bought 339 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $77.5K.
  • Vanguard Consumer Staples ETF made up 0.15% of Pines Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Pines Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 8 quarters since.
  • 175 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.