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 Q2	$302K	Sell	1,339 -194	-13%	-$44.2K	﹤0.01%	815
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 $1.55T 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

Pinnacle Associates's VDC Position: Q2 2026 in Review

Pinnacle Associates reduced its Vanguard Consumer Staples ETF (VDC) stake by 13% in Q2 2026, selling an estimated $44.2K and leaving 1,339 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Pinnacle Associates first reported a position in VDC in Q2 2022 and has held it in 12 quarters since. The position peaked at $400K in Q2 2022. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Pinnacle Associates held 1,339 shares of Vanguard Consumer Staples ETF worth $302K as of Q2 2026.
Pinnacle Associates sold 194 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $44.2K.
Vanguard Consumer Staples ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #815 holding.
Pinnacle Associates first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 12 quarters since.
Pinnacle Associates's Vanguard Consumer Staples ETF position peaked at $400K in Q2 2022.
665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.