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 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	Sell	1,120 -232,951	-100%	-$49.4M	0.08%	210
2024 Q2	$1.13K	Buy	234,071 +232,902	+19,923%	+$47.3M	﹤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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Financial Concepts's VDC Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2026: 1,040 shares worth $234K. The stake represents 0.06% of the portfolio and ranks #259 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in VDC as recently as Q3 2025.

Strategic Financial Concepts first reported a position in VDC in Q1 2023 and has held it in 11 quarters since. The position peaked at $260K in Q3 2023. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Strategic Financial Concepts held 1,040 shares of Vanguard Consumer Staples ETF worth $234K as of Q1 2026.
Vanguard Consumer Staples ETF was a new Strategic Financial Concepts position in Q1 2026.
Vanguard Consumer Staples ETF made up 0.06% of Strategic Financial Concepts's portfolio in Q1 2026, its #259 holding.
Strategic Financial Concepts first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's Vanguard Consumer Staples ETF position peaked at $260K in Q3 2023.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.