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Sound View Wealth Advisors Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Sound View Wealth Advisors Group’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 		$207K Sell
919
-2
-0.2% -$456 0.01% 424
2026
Q1 		$207K Buy
+921
New +$211K 0.01% 405
2025
Q4 		– Sell
-937
Closed -$200K – 439
2025
Q3 		$200K Sell
937
-82
-8% -$18K 0.01% 416
2025
Q2 		$223K Sell
1,019
-336
-25% -$73.7K 0.02% 389
2025
Q1 		$297K Buy
1,355
+1
+0.1% +$216 0.02% 334
2024
Q4 		$286K Buy
1,354
+89
+7% +$19.3K 0.02% 346
2024
Q3 		$276K Sell
1,265
-225
-15% -$47.7K 0.02% 346
2024
Q2 		$303K Sell
1,490
-375
-20% -$76.2K 0.03% 300
2024
Q1 		$381K Sell
1,865
-133
-7% -$26.1K 0.04% 273
2023
Q4 		$382K Sell
1,998
-26
-1% -$4.77K 0.04% 270
2023
Q3 		$370K Buy
2,024
+1
+0% +$193 0.05% 262
2023
Q2 		$393K Sell
2,023
-64
-3% -$12.5K 0.05% 252
2023
Q1 		$404K Buy
2,087
+89
+4% +$16.9K 0.06% 245
2022
Q4 		$382K Buy
1,998
+781
+64% +$147K 0.04% 270
2022
Q3 		$209K Sell
1,217
-587
-33% -$111K 0.05% 254
2022
Q2 		$334K Buy
1,804
+2
+0.1% +$387 0.07% 207
2022
Q1 		$353K Sell
1,802
-108
-6% -$21K 0.07% 215
2021
Q4 		$382K Buy
1,910
+369
+24% +$69.5K 0.07% 204
2021
Q3 		$276K Sell
1,541
-101
-6% -$18.7K 0.06% 243
2021
Q2 		$300K Sell
1,642
-314
-16% -$57.4K 0.06% 233
2021
Q1 		$349K Sell
1,956
-35
-2% -$6.01K 0.08% 195
2020
Q4 		$346K Sell
1,991
-52
-3% -$8.82K 0.08% 185
2020
Q3 		$334K Sell
2,043
-30
-1% -$4.83K 0.09% 179
2020
Q2 		$310K Sell
2,073
-716
-26% -$106K 0.09% 180
2020
Q1 		$384K Buy
2,789
+883
+46% +$136K 0.13% 142
2019
Q4 		$307K Buy
+1,906
New +$299K 0.09% 186

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

Sound View Wealth Advisors Group's VDC Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.22% in Q2 2026, selling an estimated $456 and leaving 919 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #424.

Sound View Wealth Advisors Group first reported a position in VDC in Q4 2019 and has held it in 26 quarters since. The position peaked at $404K in Q1 2023. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Sound View Wealth Advisors Group held 919 shares of Vanguard Consumer Staples ETF worth $207K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $456.
  • Vanguard Consumer Staples ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #424 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 26 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Consumer Staples ETF position peaked at $404K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.