Principle Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Principle Wealth Partners’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	$676K	Sell	3,000 -89	-3%	-$20.3K	0.03%	217
2026 Q1	$694K	Buy	3,089 +89	+3%	+$20.4K	0.04%	206
2025 Q4	$634K	Sell	3,000 -28	-0.9%	-$5.96K	0.04%	212
2025 Q3	$647K	Hold	3,028	–	–	0.04%	204
2025 Q2	$663K	Hold	3,028	–	–	0.04%	204
2025 Q1	$663K	Hold	3,028	–	–	0.05%	193
2024 Q4	$640K	Hold	3,028	–	–	0.04%	198
2024 Q3	$662K	Hold	3,028	–	–	0.05%	196
2024 Q2	$615K	Sell	3,028 -500	-14%	-$102K	0.05%	194
2024 Q1	$720K	Hold	3,528	–	–	0.06%	181
2023 Q4	$674K	Hold	3,528	–	–	0.06%	183
2023 Q3	$644K	Hold	3,528	–	–	0.06%	178
2023 Q2	$686K	Hold	3,528	–	–	0.07%	172
2023 Q1	$683K	Hold	3,528	–	–	0.07%	167
2022 Q4	$676K	Hold	3,528	–	–	0.08%	165
2022 Q3	$606K	Hold	3,528	–	–	0.06%	165
2022 Q2	$654K	Hold	3,528	–	–	0.08%	171
2022 Q1	$691K	Hold	3,528	–	–	0.07%	171
2021 Q4	$705K	Sell	3,528 -53	-1%	-$9.99K	0.07%	170
2021 Q3	$642K	Hold	3,581	–	–	0.07%	171
2021 Q2	$654K	Hold	3,581	–	–	0.07%	173
2021 Q1	$638K	Buy	3,581 +28	+0.8%	+$4.8K	0.07%	167
2020 Q4	$618K	Buy	+3,553	New	+$603K	0.08%	160
2020 Q3	–	Sell	-16	Closed	-$2K	–	413
2020 Q2	$2K	Buy	+16	New	+$2.37K	﹤0.01%	461

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

Principle Wealth Partners's VDC Position: Q2 2026 in Review

Principle Wealth Partners reduced its Vanguard Consumer Staples ETF (VDC) stake by 2.9% in Q2 2026, selling an estimated $20.3K and leaving 3,000 shares worth $676K. The position accounts for 0.03% of the portfolio, ranked #217.

Principle Wealth Partners first reported a position in VDC in Q2 2020 and has held it in 24 quarters since. The position peaked at $720K in Q1 2024. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Principle Wealth Partners held 3,000 shares of Vanguard Consumer Staples ETF worth $676K as of Q2 2026.
Principle Wealth Partners sold 89 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $20.3K.
Vanguard Consumer Staples ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #217 holding.
Principle Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q2 2020 and has held it in 24 quarters since.
Principle Wealth Partners's Vanguard Consumer Staples ETF position peaked at $720K in Q1 2024.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.