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Simplicity Wealth’s Vanguard Consumer Staples ETF VDC Stock Holding History

Simplicity Wealth’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 		$2.07M Buy
+9,198
New +$2.1M 0.07% 269
2024
Q3 		– Sell
-5,759
Closed -$1.17M – 1177
2024
Q2 		$1.17M Sell
5,759
-1,238
-18% -$251K 0.03% 490
2024
Q1 		$1.43M Buy
+6,997
New +$1.37M 0.03% 425

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T 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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Simplicity Wealth's VDC Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 9,198 shares worth $2.07M. The stake represents 0.07% of the portfolio and ranks #269 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in VDC as recently as Q2 2024.

Simplicity Wealth first reported a position in VDC in Q1 2024 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Simplicity Wealth held 9,198 shares of Vanguard Consumer Staples ETF worth $2.07M as of Q2 2026.
  • Vanguard Consumer Staples ETF was a new Simplicity Wealth position in Q2 2026.
  • Vanguard Consumer Staples ETF made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #269 holding.
  • Simplicity Wealth first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.