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Strata Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Strata Wealth 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
Q1 		– Sell
-1,000
Closed -$211K – 93
2025
Q4 		$211K Hold
1,000
– – 0.06% 87
2025
Q3 		$214K Buy
+1,000
New +$219K 0.06% 92

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strata Wealth Advisors's VDC Position: Q1 2026 in Review

Strata Wealth Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 1,000 shares — an estimated $211K sold.

Strata Wealth Advisors first reported a position in VDC in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q3 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Strata Wealth Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Strata Wealth Advisors sold 1,000 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $211K.
  • Strata Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q3 2025 and held it in 2 quarters.
  • Strata Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $214K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.