Simon Quick Advisors
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Simon Quick Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Simon Quick Advisors’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 		$4.17M Sell
19,100
-3,922
-17% -$897K 0.16% 90
2026
Q2 		$5.19M Sell
23,022
-39
-0.2% -$8.89K 0.21% 77
2026
Q1 		$5.18M Buy
23,061
+1,079
+5% +$247K 0.24% 69
2025
Q4 		$4.64M Sell
21,982
-131
-0.6% -$27.9K 0.2% 76
2025
Q3 		$4.73M Buy
22,113
+586
+3% +$128K 0.21% 70
2025
Q2 		$4.71M Buy
+21,527
New +$4.72M 0.24% 61

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)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Blankinship & Foster
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
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Simon Quick Advisors's VDC Position: Q3 2026 in Review

Simon Quick Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 17% in Q3 2026, selling an estimated $897K and leaving 19,100 shares worth $4.17M. The position accounts for 0.16% of the portfolio, ranked #90.

Simon Quick Advisors first reported a position in VDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.19M in Q2 2026. 229 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Simon Quick Advisors held 19,100 shares of Vanguard Consumer Staples ETF worth $4.17M as of Q3 2026.
  • Simon Quick Advisors sold 3,922 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $897K.
  • Vanguard Consumer Staples ETF made up 0.16% of Simon Quick Advisors's portfolio in Q3 2026, its #90 holding.
  • Simon Quick Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2025 and has held it in 6 quarters since.
  • Simon Quick Advisors's Vanguard Consumer Staples ETF position peaked at $5.19M in Q2 2026.
  • 229 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.