Strategic Financial Concepts’s Vanguard Consumer Staples ETF VDC Stock Holding History

Strategic Financial Concepts’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	$247K	Buy	1,096 +56	+5%	+$12.8K	0.07%	205
2026 Q1	$234K	Buy	+1,040	New	+$238K	0.06%	259
2025 Q4	–	Sell	-1,173	Closed	-$251K	–	295
2025 Q3	$251K	Sell	1,173 -2	-0.2%	-$438	0.04%	225
2025 Q2	$257K	Buy	1,175 +39	+3%	+$8.55K	0.04%	220
2025 Q1	$249K	Buy	1,136 +5	+0.4%	+$1.08K	0.05%	269
2024 Q4	$239K	Buy	1,131 +11	+1%	+$2.38K	0.05%	290
2024 Q3	$245K	Buy	1,120 +1,114	+18,567%	+$236K	0.08%	210
2024 Q2	$1.13K	Sell	6 -1,163	-99%	-$236K	﹤0.01%	599
2024 Q1	$239K	Buy	+1,169	New	+$230K	0.06%	266
2023 Q4	–	Sell	-1,424	Closed	-$260K	–	263
2023 Q3	$260K	Buy	1,424 +99	+7%	+$19.1K	0.09%	205
2023 Q2	$258K	Hold	1,325	–	–	0.1%	191
2023 Q1	$257K	Buy	+1,325	New	+$251K	0.1%	173

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

Strategic Financial Concepts's VDC Position: Q2 2026 in Review

Strategic Financial Concepts increased its Vanguard Consumer Staples ETF (VDC) stake by 5.4% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,096 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #205.

Strategic Financial Concepts first reported a position in VDC in Q1 2023 and has held it in 12 quarters since. The position peaked at $260K in Q3 2023. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Strategic Financial Concepts held 1,096 shares of Vanguard Consumer Staples ETF worth $247K as of Q2 2026.
Strategic Financial Concepts bought 56 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $12.8K.
Vanguard Consumer Staples ETF made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #205 holding.
Strategic Financial Concepts first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's Vanguard Consumer Staples ETF position peaked at $260K in Q3 2023.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.