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

Strategies 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
Q2 		$553K Buy
2,452
+8
+0.3% +$1.82K 0.05% 114
2026
Q1 		$549K Buy
2,444
+11
+0.5% +$2.52K 0.06% 96
2025
Q4 		$514K Sell
2,433
-3
-0.1% -$638 0.05% 96
2025
Q3 		$521K Buy
2,436
+13
+0.5% +$2.85K 0.05% 103
2025
Q2 		$531K Buy
2,423
+13
+0.5% +$2.85K 0.06% 97
2025
Q1 		$527K Buy
2,410
+13
+0.5% +$2.81K 0.06% 89
2024
Q4 		$525K Sell
2,397
-32
-1% -$6.93K 0.07% 79
2024
Q3 		$531K Buy
2,429
+17
+0.7% +$3.61K 0.07% 61
2024
Q2 		$490K Sell
2,412
-15
-0.6% -$3.05K 0.07% 59
2024
Q1 		$495K Buy
2,427
+10
+0.4% +$1.96K 0.08% 62
2023
Q4 		$462K Buy
2,417
+35
+1% +$6.42K 0.08% 61
2023
Q3 		$435K Sell
2,382
-250
-9% -$48.2K 0.09% 56
2023
Q2 		$512K Hold
2,632
– – 0.1% 58
2023
Q1 		$509K Buy
2,632
+11
+0.4% +$2.08K 0.11% 54
2022
Q4 		$502K Buy
+2,621
New +$493K 0.12% 52
2022
Q2 		$432K Buy
2,330
+15
+0.6% +$2.9K 0.12% 58
2022
Q1 		$454K Sell
2,315
-140
-6% -$27.3K 0.12% 57
2021
Q4 		$491K Buy
+2,455
New +$463K 0.14% 54

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

Strategies Wealth Advisors's VDC Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 0.33% in Q2 2026, buying an estimated $1.82K and bringing the position to 2,452 shares worth $553K. The position accounts for 0.05% of the portfolio, ranked #114.

Strategies Wealth Advisors first reported a position in VDC in Q4 2021 and has held it in 18 quarters since. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Strategies Wealth Advisors held 2,452 shares of Vanguard Consumer Staples ETF worth $553K as of Q2 2026.
  • Strategies Wealth Advisors bought 8 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $1.82K.
  • Vanguard Consumer Staples ETF made up 0.05% of Strategies Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 18 quarters since.
  • 665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.