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Sunrise Financial Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Sunrise Financial Services’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 		$72.8K Hold
323
– – 0.04% 95
2026
Q1 		$72.5K Hold
323
– – 0.05% 96
2025
Q4 		$68.2K Buy
+323
New +$68.7K 0.05% 88

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

Sunrise Financial Services's VDC Position: Q2 2026 in Review

Sunrise Financial Services held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 323 shares worth $72.8K. The position accounts for 0.04% of the portfolio, ranked #95.

Sunrise Financial Services first reported a position in VDC in Q4 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Sunrise Financial Services held 323 shares of Vanguard Consumer Staples ETF worth $72.8K as of Q2 2026.
  • Sunrise Financial Services left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Staples ETF made up 0.04% of Sunrise Financial Services's portfolio in Q2 2026, its #95 holding.
  • Sunrise Financial Services first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and has held it in 3 quarters since.
  • 660 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.