TMWM
VDC icon

Taylor & Morgan Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Taylor & Morgan Wealth Management’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 		$352K Buy
+1,562
New +$356K 0.17% 65
2025
Q4 		– Sell
-1,307
Closed -$279K – 85
2025
Q3 		$279K Buy
1,307
+7
+0.5% +$1.53K 0.17% 61
2025
Q2 		$285K Buy
1,300
+8
+0.6% +$1.75K 0.19% 58
2025
Q1 		$283K Sell
1,292
-23
-2% -$4.97K 0.21% 55
2024
Q4 		$278K Buy
1,315
+14
+1% +$3.03K 0.2% 54
2024
Q3 		$284K Buy
1,301
+10
+0.8% +$2.12K 0.19% 53
2024
Q2 		$262K Hold
1,291
– – 0.19% 52
2024
Q1 		$264K Buy
1,291
+5
+0.4% +$982 0.19% 54
2023
Q4 		$246K Buy
1,286
+19
+1% +$3.49K 0.2% 53
2023
Q3 		$231K Buy
1,267
+9
+0.7% +$1.74K 0.21% 51
2023
Q2 		$245K Sell
1,258
-100
-7% -$19.5K 0.2% 53
2023
Q1 		$263K Buy
1,358
+6
+0.4% +$1.14K 0.23% 54
2022
Q4 		$259K Buy
1,352
+18
+1% +$3.38K 0.24% 53
2022
Q3 		$229K Sell
1,334
-17
-1% -$3.21K 0.23% 57
2022
Q2 		$250K Buy
1,351
+22
+2% +$4.25K 0.24% 58
2022
Q1 		$260K Buy
1,329
+259
+24% +$50.5K 0.21% 55
2021
Q4 		$214K Buy
+1,070
New +$202K 0.17% 59

Other funds holding VDC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Taylor & Morgan Wealth Management's VDC Position: Q2 2026 in Review

Taylor & Morgan Wealth Management opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 1,562 shares worth $352K. The stake represents 0.17% of the portfolio and ranks #65 among its holdings. This is a return to the name: Taylor & Morgan Wealth Management previously reported a position in VDC as recently as Q3 2025.

Taylor & Morgan Wealth Management first reported a position in VDC in Q4 2021 and has held it in 17 quarters since. 282 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Taylor & Morgan Wealth Management held 1,562 shares of Vanguard Consumer Staples ETF worth $352K as of Q2 2026.
  • Vanguard Consumer Staples ETF was a new Taylor & Morgan Wealth Management position in Q2 2026.
  • Vanguard Consumer Staples ETF made up 0.17% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2021 and has held it in 17 quarters since.
  • 282 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.