Seamount Financial Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Seamount Financial Group’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 Q3	$673K	Sell	3,082 -131	-4%	-$29.9K	0.26%	79
2026 Q2	$724K	Sell	3,213 -20	-0.6%	-$4.56K	0.29%	74
2026 Q1	$726K	Buy	3,233 +16	+0.5%	+$3.66K	0.33%	67
2025 Q4	$680K	Sell	3,217 -109	-3%	-$23.2K	0.31%	73
2025 Q3	$711K	Sell	3,326 -23	-0.7%	-$5.04K	0.34%	69
2025 Q2	$733K	Sell	3,349 -12	-0.4%	-$2.63K	0.38%	63
2025 Q1	$736K	Buy	3,361 +17	+0.5%	+$3.67K	0.5%	52
2024 Q4	$707K	Buy	3,344 +39	+1%	+$8.45K	0.49%	54
2024 Q3	$722K	Buy	3,305 +2	+0.1%	+$424	0.54%	50
2024 Q2	$671K	Sell	3,303 -210	-6%	-$42.7K	0.55%	49
2024 Q1	$717K	Sell	3,513 -65	-2%	-$12.8K	0.63%	43
2023 Q4	$683K	Buy	+3,578	New	+$656K	0.65%	45

Other funds holding VDC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Seamount Financial Group's VDC Position: Q3 2026 in Review

Seamount Financial Group reduced its Vanguard Consumer Staples ETF (VDC) stake by 4.1% in Q3 2026, selling an estimated $29.9K and leaving 3,082 shares worth $673K. The position accounts for 0.26% of the portfolio, ranked #79.

Seamount Financial Group first reported a position in VDC in Q4 2023 and has held it in 12 quarters since. The position peaked at $736K in Q1 2025. 594 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

Seamount Financial Group held 3,082 shares of Vanguard Consumer Staples ETF worth $673K as of Q3 2026.
Seamount Financial Group sold 131 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $29.9K.
Vanguard Consumer Staples ETF made up 0.26% of Seamount Financial Group's portfolio in Q3 2026, its #79 holding.
Seamount Financial Group first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 12 quarters since.
Seamount Financial Group's Vanguard Consumer Staples ETF position peaked at $736K in Q1 2025.
594 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.