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

Spire 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 		$258K Sell
1,142
-316
-22% -$72K 0.01% 712
2026
Q1 		$327K Buy
1,458
+78
+6% +$17.9K 0.01% 647
2025
Q4 		$292K Buy
1,380
+4
+0.3% +$851 0.01% 685
2025
Q3 		$294K Buy
1,376
+5
+0.4% +$1.1K 0.01% 678
2025
Q2 		$300K Sell
1,371
-339
-20% -$74.3K 0.01% 644
2025
Q1 		$374K Sell
1,710
-241
-12% -$52.1K 0.01% 658
2024
Q4 		$412K Buy
1,951
+119
+6% +$25.8K 0.01% 610
2024
Q3 		$400K Sell
1,832
-97
-5% -$20.6K 0.01% 569
2024
Q2 		$392K Hold
1,929
– – 0.01% 540
2024
Q1 		$394K Sell
1,929
-106
-5% -$20.8K 0.01% 583
2023
Q4 		$388K Buy
2,035
+166
+9% +$30.5K 0.01% 581
2023
Q3 		$341K Sell
1,869
-131
-7% -$25.3K 0.01% 565
2023
Q2 		$389K Sell
2,000
-53
-3% -$10.4K 0.01% 554
2023
Q1 		$397K Sell
2,053
-343
-14% -$65K 0.02% 542
2022
Q4 		$459K Buy
2,396
+13
+0.5% +$2.44K 0.03% 372
2022
Q3 		$409K Sell
2,383
-613
-20% -$116K 0.02% 369
2022
Q2 		$555K Sell
2,996
-250
-8% -$48.3K 0.02% 442
2022
Q1 		$636K Sell
3,246
-204
-6% -$39.7K 0.02% 504
2021
Q4 		$690K Buy
3,450
+418
+14% +$78.8K 0.02% 594
2021
Q3 		$543K Sell
3,032
-285
-9% -$52.8K 0.01% 564
2021
Q2 		$605K Sell
3,317
-492
-13% -$89.9K 0.02% 559
2021
Q1 		$679K Buy
+3,809
New +$654K 0.02% 567

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

Spire Wealth Management's VDC Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 22% in Q2 2026, selling an estimated $72K and leaving 1,142 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #712.

Spire Wealth Management first reported a position in VDC in Q1 2021 and has held it in 22 quarters since. The position peaked at $690K in Q4 2021. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Spire Wealth Management held 1,142 shares of Vanguard Consumer Staples ETF worth $258K as of Q2 2026.
  • Spire Wealth Management sold 316 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $72K.
  • Vanguard Consumer Staples ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #712 holding.
  • Spire Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Consumer Staples ETF position peaked at $690K in Q4 2021.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.