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 Q1	$726K	Buy	3,233 +16	+0.5%	+$3.67K	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Seamount Financial Group's VDC Position: Q1 2026 in Review

Seamount Financial Group increased its Vanguard Consumer Staples ETF (VDC) stake by 0.5% in Q1 2026, buying an estimated $3.67K and bringing the position to 3,233 shares worth $726K. The position accounts for 0.33% of the portfolio, ranked #67.

Seamount Financial Group first reported a position in VDC in Q4 2023 and has held it in 10 quarters since. The position peaked at $736K in Q1 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Seamount Financial Group held 3,233 shares of Vanguard Consumer Staples ETF worth $726K as of Q1 2026.
Seamount Financial Group bought 16 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $3.67K.
Vanguard Consumer Staples ETF made up 0.33% of Seamount Financial Group's portfolio in Q1 2026, its #67 holding.
Seamount Financial Group first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 10 quarters since.
Seamount Financial Group's Vanguard Consumer Staples ETF position peaked at $736K in Q1 2025.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Seamount Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.