Portland Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Portland Financial 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	$278K	Hold	1,235	–	–	0.51%	63
2026 Q1	$277K	Hold	1,235	–	–	0.58%	58
2025 Q4	$261K	Hold	1,235	–	–	0.55%	61
2025 Q3	$264K	Hold	1,235	–	–	0.56%	61
2025 Q2	$270K	Buy	1,235 +175	+17%	+$38.4K	0.65%	55
2025 Q1	$232K	Sell	1,060 -50	-5%	-$10.8K	0.59%	58
2024 Q4	$235K	Buy	+1,110	New	+$241K	0.63%	54

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

Portland Financial Advisors's VDC Position: Q2 2026 in Review

Portland Financial Advisors held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 1,235 shares worth $278K. The position accounts for 0.51% of the portfolio, ranked #63.

Portland Financial Advisors first reported a position in VDC in Q4 2024 and has held it in 7 quarters since. 660 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Portland Financial Advisors held 1,235 shares of Vanguard Consumer Staples ETF worth $278K as of Q2 2026.
Portland Financial Advisors left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.51% of Portland Financial Advisors's portfolio in Q2 2026, its #63 holding.
Portland Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
660 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.