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 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

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

Sheets Smith Wealth Management's VDC Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 1,200 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #360.

Sheets Smith Wealth Management first reported a position in VDC in Q1 2020 and has held it in 26 quarters since. The position peaked at $993K in Q1 2024. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Sheets Smith Wealth Management held 1,200 shares of Vanguard Consumer Staples ETF worth $271K as of Q2 2026.
Sheets Smith Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #360 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and has held it in 26 quarters since.
Sheets Smith Wealth Management's Vanguard Consumer Staples ETF position peaked at $993K in Q1 2024.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.