Steward Partners Investment Advisory’s Vanguard Consumer Staples ETF VDC Stock Holding History

Steward Partners Investment Advisory’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	$6.41M	Buy	28,419 +6,735	+31%	+$1.53M	0.03%	478
2026 Q1	$4.87M	Buy	21,684 +191	+0.9%	+$43.7K	0.02%	524
2025 Q4	$4.54M	Sell	21,493 -9,584	-31%	-$2.04M	0.02%	498
2025 Q3	$6.64M	Buy	31,077 +9,360	+43%	+$2.05M	0.04%	398
2025 Q2	$4.76M	Sell	21,717 -758	-3%	-$166K	0.04%	444
2025 Q1	$4.92M	Sell	22,475 -279	-1%	-$60.3K	0.04%	402
2024 Q4	$4.81M	Sell	22,754 -2,281	-9%	-$494K	0.04%	381
2024 Q3	$5.47M	Buy	25,035 +4,445	+22%	+$943K	0.05%	342
2024 Q2	$4.18M	Buy	20,590 +348	+2%	+$70.7K	0.04%	371
2024 Q1	$4.13M	Sell	20,242 -1,853	-8%	-$364K	0.05%	375
2023 Q4	$4.22M	Buy	22,095 +2,166	+11%	+$397K	0.06%	319
2023 Q3	$3.64M	Buy	19,929 +459	+2%	+$88.6K	0.06%	320
2023 Q2	$3.79M	Sell	19,470 -1,229	-6%	-$240K	0.06%	319
2023 Q1	$4.01M	Buy	20,699 +1,974	+11%	+$374K	0.06%	303
2022 Q4	$3.59M	Buy	18,725 +12,237	+189%	+$2.3M	0.06%	317
2022 Q3	$1.11M	Buy	6,488 +1,515	+30%	+$286K	0.02%	589
2022 Q2	$922K	Sell	4,973 -1,456	-23%	-$282K	0.02%	656
2022 Q1	$1.26M	Buy	6,429 +2,303	+56%	+$449K	0.02%	621
2021 Q4	$825K	Buy	4,126 +138	+3%	+$26K	0.01%	762
2021 Q3	$715K	Buy	3,988 +223	+6%	+$41.3K	0.01%	784
2021 Q2	$687K	Sell	3,765 -4,235	-53%	-$774K	0.01%	815
2021 Q1	$1.43M	Buy	8,000 +4,303	+116%	+$738K	0.03%	523
2020 Q4	$643K	Buy	3,697 +453	+14%	+$76.9K	0.01%	685
2020 Q3	$530K	Buy	3,244 +2	+0.1%	+$322	0.01%	657
2020 Q2	$485K	Buy	3,242 +280	+9%	+$41.5K	0.01%	634
2020 Q1	$408K	Buy	2,962 +452	+18%	+$69.7K	0.01%	612
2019 Q4	$404K	Sell	2,510 -126	-5%	-$19.8K	0.01%	679
2019 Q3	$412K	Buy	2,636 +13	+0.5%	+$2K	0.01%	637
2019 Q2	$390K	Buy	+2,623	New	+$386K	0.01%	621
2018 Q4	–	Sell	-826	Closed	-$116K	–	2099
2018 Q3	$116K	Buy	826 +19	+2%	+$2.65K	0.01%	885
2018 Q2	$108K	Sell	807 -1,853	-70%	-$245K	0.01%	820
2018 Q1	$362K	Buy	2,660 +2,097	+372%	+$297K	0.02%	493
2017 Q4	$82K	Hold	563	–	–	0.01%	688
2017 Q3	$78K	Buy	563 +528	+1,509%	+$74.4K	0.01%	593
2017 Q2	$4K	Hold	35	–	–	﹤0.01%	1298
2017 Q1	$4K	Buy	+35	New	+$4.85K	﹤0.01%	1194

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Steward Partners Investment Advisory's VDC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Consumer Staples ETF (VDC) stake by 31% in Q2 2026, buying an estimated $1.53M and bringing the position to 28,419 shares worth $6.41M. The position accounts for 0.03% of the portfolio, ranked #478.

Steward Partners Investment Advisory first reported a position in VDC in Q1 2017 and has held it in 36 quarters since. The position peaked at $6.64M in Q3 2025. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Steward Partners Investment Advisory held 28,419 shares of Vanguard Consumer Staples ETF worth $6.41M as of Q2 2026.
Steward Partners Investment Advisory bought 6,735 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $1.53M.
Vanguard Consumer Staples ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #478 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Consumer Staples ETF in Q1 2017 and has held it in 36 quarters since.
Steward Partners Investment Advisory's Vanguard Consumer Staples ETF position peaked at $6.64M in Q3 2025.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.