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

SHP 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
Q1 		$21.1K Hold
94
– – ﹤0.01% 709
2025
Q4 		$19.9K Buy
+94
New +$20K ﹤0.01% 687

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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 $872M AUM 23.02% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's VDC Position: Q1 2026 in Review

SHP Wealth Management held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 94 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

SHP Wealth Management first reported a position in VDC in Q4 2025 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • SHP Wealth Management held 94 shares of Vanguard Consumer Staples ETF worth $21.1K as of Q1 2026.
  • SHP Wealth Management left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #709 holding.
  • SHP Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.