Sheets Smith Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Sheets Smith Wealth Management’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	$262K	Hold	1,200	–	–	0.03%	356
2026 Q2	$271K	Hold	1,200	–	–	0.03%	360
2026 Q1	$270K	Hold	1,200	–	–	0.03%	358
2025 Q4	$253K	Hold	1,200	–	–	0.03%	369
2025 Q3	$256K	Hold	1,200	–	–	0.03%	372
2025 Q2	$263K	Hold	1,200	–	–	0.03%	359
2025 Q1	$263K	Hold	1,200	–	–	0.03%	314
2024 Q4	$254K	Hold	1,200	–	–	0.03%	337
2024 Q3	$262K	Sell	1,200 -3,664	-75%	-$777K	0.03%	331
2024 Q2	$988K	Hold	4,864	–	–	0.12%	162
2024 Q1	$993K	Buy	4,864 +1,450	+42%	+$285K	0.11%	167
2023 Q4	$652K	Hold	3,414	–	–	0.09%	180
2023 Q3	$624K	Hold	3,414	–	–	0.1%	176
2023 Q2	$664K	Hold	3,414	–	–	0.1%	180
2023 Q1	$661K	Hold	3,414	–	–	0.1%	176
2022 Q4	$654K	Hold	3,414	–	–	0.1%	170
2022 Q3	$586K	Hold	3,414	–	–	0.1%	173
2022 Q2	$633K	Sell	3,414 -2	-0.1%	-$387	0.1%	160
2022 Q1	$669K	Hold	3,416	–	–	0.09%	175
2021 Q4	$683K	Hold	3,416	–	–	0.08%	189
2021 Q3	$612K	Hold	3,416	–	–	0.08%	193
2021 Q2	$623K	Hold	3,416	–	–	0.08%	196
2021 Q1	$609K	Hold	3,416	–	–	0.09%	180
2020 Q4	$594K	Hold	3,416	–	–	0.09%	182
2020 Q3	$558K	Hold	3,416	–	–	0.1%	167
2020 Q2	$511K	Hold	3,416	–	–	0.1%	152
2020 Q1	$471K	Buy	+3,416	New	+$526K	0.1%	165

Other funds holding VDC

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Sheets Smith Wealth Management's VDC Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q3 2026 at 1,200 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #356.

Sheets Smith Wealth Management first reported a position in VDC in Q1 2020 and has held it in 27 quarters since. The position peaked at $993K in Q1 2024. 254 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

Sheets Smith Wealth Management held 1,200 shares of Vanguard Consumer Staples ETF worth $262K as of Q3 2026.
Sheets Smith Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q3 2026.
Vanguard Consumer Staples ETF made up 0.03% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #356 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and has held it in 27 quarters since.
Sheets Smith Wealth Management's Vanguard Consumer Staples ETF position peaked at $993K in Q1 2024.
254 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.