Pinnacle Associates’s Vanguard Consumer Staples ETF VDC Stock Holding History

Pinnacle Associates’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	$344K	Buy	1,533 +410	+37%	+$93.9K	﹤0.01%	758
2025 Q4	$237K	Buy	1,123 +1	+0.1%	+$213	﹤0.01%	857
2025 Q3	$240K	Sell	1,122 -1	-0.1%	-$219	﹤0.01%	809
2025 Q2	$246K	Buy	1,123 +3	+0.3%	+$658	﹤0.01%	787
2025 Q1	$245K	Buy	1,120 +1	+0.1%	+$216	﹤0.01%	758
2024 Q4	$236K	Sell	1,119 -19	-2%	-$4.12K	﹤0.01%	775
2024 Q3	$217K	Buy	1,138 +23	+2%	+$4.88K	﹤0.01%	750
2024 Q2	$226K	Hold	1,115	–	–	﹤0.01%	751
2024 Q1	$228K	Sell	1,115 -23	-2%	-$4.52K	﹤0.01%	767
2023 Q4	$217K	Buy	+1,138	New	+$209K	﹤0.01%	762
2022 Q3	–	Sell	-2,159	Closed	-$400K	–	769
2022 Q2	$400K	Buy	+2,159	New	+$418K	0.01%	556

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

Pinnacle Associates's VDC Position: Q1 2026 in Review

Pinnacle Associates increased its Vanguard Consumer Staples ETF (VDC) stake by 37% in Q1 2026, buying an estimated $93.9K and bringing the position to 1,533 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Pinnacle Associates first reported a position in VDC in Q2 2022 and has held it in 11 quarters since. The position peaked at $400K in Q2 2022. 629 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Pinnacle Associates held 1,533 shares of Vanguard Consumer Staples ETF worth $344K as of Q1 2026.
Pinnacle Associates bought 410 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $93.9K.
Vanguard Consumer Staples ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #758 holding.
Pinnacle Associates first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 11 quarters since.
Pinnacle Associates's Vanguard Consumer Staples ETF position peaked at $400K in Q2 2022.
629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.