Sweeney & Michel’s Vanguard Consumer Staples ETF VDC Stock Holding History

Sweeney & Michel’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	$1.4M	Buy	6,051 +19	+0.3%	+$4.33K	0.37%	45
2026 Q1	$1.35M	Buy	6,032 +69	+1%	+$15.8K	0.4%	47
2025 Q4	$1.42M	Buy	5,963 +71	+1%	+$15.1K	0.42%	44
2025 Q3	$1.25M	Buy	5,892 +19	+0.3%	+$4.16K	0.42%	44
2025 Q2	$1.28M	Buy	5,873 +63	+1%	+$13.8K	0.46%	40
2025 Q1	$1.19M	Buy	+5,810	New	+$1.26M	0.52%	35
2024 Q3	$1.15M	Buy	5,274 +28	+0.5%	+$5.94K	0.45%	42
2024 Q2	$1.07M	Buy	5,246 +22	+0.4%	+$4.47K	0.45%	39
2024 Q1	$1.08M	Buy	+5,224	New	+$1.03M	0.48%	36
2023 Q3	$944K	Buy	5,183 +12	+0.2%	+$2.32K	0.49%	36
2023 Q2	$1.02M	Buy	5,171 +20	+0.4%	+$3.91K	0.52%	34
2023 Q1	$986K	Buy	+5,151	New	+$976K	0.53%	33

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

Sweeney & Michel's VDC Position: Q2 2026 in Review

Sweeney & Michel increased its Vanguard Consumer Staples ETF (VDC) stake by 0.31% in Q2 2026, buying an estimated $4.33K and bringing the position to 6,051 shares worth $1.4M. The position accounts for 0.37% of the portfolio, ranked #45.

Sweeney & Michel first reported a position in VDC in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.42M in Q4 2025. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Sweeney & Michel held 6,051 shares of Vanguard Consumer Staples ETF worth $1.4M as of Q2 2026.
Sweeney & Michel bought 19 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $4.33K.
Vanguard Consumer Staples ETF made up 0.37% of Sweeney & Michel's portfolio in Q2 2026, its #45 holding.
Sweeney & Michel first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Vanguard Consumer Staples ETF position peaked at $1.42M in Q4 2025.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.