Summit Financial’s Vanguard Consumer Staples ETF VDC Stock Holding History

Summit Financial’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	$726K	Buy	3,235 +21	+0.7%	+$4.81K	0.01%	888
2025 Q4	$679K	Sell	3,214 -520	-14%	-$111K	0.01%	792
2025 Q3	$798K	Buy	3,734 +25	+0.7%	+$5.48K	0.01%	718
2025 Q2	$812K	Sell	3,709 -83	-2%	-$18.2K	0.02%	458
2025 Q1	$830K	Buy	3,792 +513	+16%	+$111K	0.02%	404
2024 Q4	$693K	Buy	3,279 +57	+2%	+$12.4K	0.02%	385
2024 Q3	$708K	Buy	+3,222	New	+$684K	0.03%	317

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

Summit Financial's VDC Position: Q1 2026 in Review

Summit Financial increased its Vanguard Consumer Staples ETF (VDC) stake by 0.65% in Q1 2026, buying an estimated $4.81K and bringing the position to 3,235 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #888.

Summit Financial first reported a position in VDC in Q3 2024 and has held it in 7 quarters since. The position peaked at $830K in Q1 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Summit Financial held 3,235 shares of Vanguard Consumer Staples ETF worth $726K as of Q1 2026.
Summit Financial bought 21 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $4.81K.
Vanguard Consumer Staples ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #888 holding.
Summit Financial first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and has held it in 7 quarters since.
Summit Financial's Vanguard Consumer Staples ETF position peaked at $830K in Q1 2025.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.