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 Q2	$724K	Sell	3,213 -20	-0.6%	-$4.56K	0.29%	74
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 $1.55T 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

Seamount Financial Group's VDC Position: Q2 2026 in Review

Seamount Financial Group reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.62% in Q2 2026, selling an estimated $4.56K and leaving 3,213 shares worth $724K. The position accounts for 0.29% of the portfolio, ranked #74.

Seamount Financial Group first reported a position in VDC in Q4 2023 and has held it in 11 quarters since. The position peaked at $736K in Q1 2025. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Seamount Financial Group held 3,213 shares of Vanguard Consumer Staples ETF worth $724K as of Q2 2026.
Seamount Financial Group sold 20 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $4.56K.
Vanguard Consumer Staples ETF made up 0.29% of Seamount Financial Group's portfolio in Q2 2026, its #74 holding.
Seamount Financial Group first reported a position in Vanguard Consumer Staples ETF in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Vanguard Consumer Staples ETF position peaked at $736K in Q1 2025.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.