Root Financial Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Root Financial 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	–	Sell	-143	Closed	-$32.2K	–	3072
2026 Q1	$32.2K	Hold	143	–	–	﹤0.01%	1078
2025 Q4	$30.3K	Hold	143	–	–	﹤0.01%	947
2025 Q3	$30.6K	Buy	+143	New	+$31.3K	﹤0.01%	881

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

Root Financial Partners's VDC Position: Q2 2026 in Review

Root Financial Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2026, closing a stake of 143 shares — an estimated $32.2K sold.

Root Financial Partners first reported a position in VDC in Q3 2025 and held it in 3 quarters. The position peaked at $32.2K in Q1 2026. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Root Financial Partners reported no remaining Vanguard Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 143 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $32.2K.
Root Financial Partners first reported a position in Vanguard Consumer Staples ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Vanguard Consumer Staples ETF position peaked at $32.2K in Q1 2026.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.