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Tower View Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Tower View 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
Q1 		$337K Sell
1,501
-144
-9% -$33K 0.17% 57
2025
Q4 		$347K Sell
1,645
-134
-8% -$28.5K 0.17% 54
2025
Q3 		$380K Sell
1,779
-62
-3% -$13.6K 0.2% 46
2025
Q2 		$403K Sell
1,841
-15
-0.8% -$3.29K 0.21% 46
2025
Q1 		$406K Sell
1,856
-32
-2% -$6.91K 0.24% 46
2024
Q4 		$399K Sell
1,888
-44
-2% -$9.53K 0.21% 51
2024
Q3 		$422K Sell
1,932
-3
-0.2% -$637 0.23% 49
2024
Q2 		$393K Hold
1,935
– – 0.23% 48
2024
Q1 		$395K Sell
1,935
-2,934
-60% -$576K 0.23% 52
2023
Q4 		$930K Buy
4,869
+51
+1% +$9.36K 0.58% 43
2023
Q3 		$880K Sell
4,818
-355
-7% -$68.5K 0.62% 44
2023
Q2 		$1.01M Sell
5,173
-748
-13% -$146K 0.68% 43
2023
Q1 		$1.15M Buy
5,921
+47
+0.8% +$8.91K 0.77% 44
2022
Q4 		$1.13M Buy
5,874
+45
+0.8% +$8.46K 0.78% 45
2022
Q3 		$1M Buy
5,829
+162
+3% +$30.6K 0.76% 46
2022
Q2 		$1.05M Buy
5,667
+368
+7% +$71.2K 0.77% 46
2022
Q1 		$1.04M Buy
5,299
+34
+0.6% +$6.62K 0.56% 51
2021
Q4 		$1.05M Sell
5,265
-509
-9% -$95.9K 0.54% 57
2021
Q3 		$1.03M Sell
5,774
-3,019
-34% -$559K 0.57% 56
2021
Q2 		$1.6M Buy
8,793
+73
+0.8% +$13.3K 0.81% 48
2021
Q1 		$1.55M Sell
8,720
-122
-1% -$20.9K 0.85% 46
2020
Q4 		$1.54M Sell
8,842
-257
-3% -$43.6K 0.87% 45
2020
Q3 		$1.49M Buy
9,099
+414
+5% +$66.7K 0.97% 43
2020
Q2 		$1.3M Buy
8,685
+7,577
+684% +$1.12M 0.95% 44
2020
Q1 		$153K Sell
1,108
-225
-17% -$34.7K 0.14% 60
2019
Q4 		$215K Buy
1,333
+18
+1% +$2.83K 0.16% 60
2019
Q3 		$206K Sell
1,315
-15
-1% -$2.31K 0.17% 59
2019
Q2 		$198K Sell
1,330
-22
-2% -$3.24K 0.17% 57
2019
Q1 		$196K Sell
1,352
-10
-0.7% -$1.39K 0.17% 57
2018
Q4 		$179K Buy
1,362
+40
+3% +$5.61K 0.19% 57
2018
Q3 		$185K Sell
1,322
-178
-12% -$24.8K 0.16% 69
2018
Q2 		$201K Sell
1,500
-35
-2% -$4.63K 0.19% 64
2018
Q1 		$209K Buy
1,535
+6
+0.4% +$851 0.21% 63
2017
Q4 		$223K Buy
+1,529
New +$216K 0.21% 66

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tower View Wealth Management's VDC Position: Q1 2026 in Review

Tower View Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 8.8% in Q1 2026, selling an estimated $33K and leaving 1,501 shares worth $337K. The position accounts for 0.17% of the portfolio, ranked #57.

Tower View Wealth Management first reported a position in VDC in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.6M in Q2 2021. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Tower View Wealth Management held 1,501 shares of Vanguard Consumer Staples ETF worth $337K as of Q1 2026.
  • Tower View Wealth Management sold 144 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $33K.
  • Vanguard Consumer Staples ETF made up 0.17% of Tower View Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Tower View Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and has held it in 34 quarters since.
  • Tower View Wealth Management's Vanguard Consumer Staples ETF position peaked at $1.6M in Q2 2021.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.