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

Tradition 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	$400K	Buy	1,781 +1	+0.1%	+$229	0.03%	330
2025 Q4	$376K	Buy	1,780 +87	+5%	+$18.5K	0.03%	335
2025 Q3	$362K	Buy	1,693 +1	+0.1%	+$219	0.03%	335
2025 Q2	$370K	Buy	1,692 +2	+0.1%	+$438	0.03%	311
2025 Q1	$370K	Buy	1,690 +1	+0.1%	+$216	0.03%	297
2024 Q4	$357K	Buy	1,689 +4	+0.2%	+$867	0.03%	300
2024 Q3	$368K	Sell	1,685 -598	-26%	-$127K	0.03%	291
2024 Q2	$464K	Hold	2,283	–	–	0.04%	244
2024 Q1	$466K	Buy	+2,283	New	+$448K	0.05%	229
2022 Q2	–	Sell	-2,680	Closed	-$525K	–	1154
2022 Q1	$525K	Buy	2,680 +1	+0%	+$195	0.07%	182
2021 Q4	$535K	Buy	2,679 +203	+8%	+$38.2K	0.07%	179
2021 Q3	$444K	Hold	2,476	–	–	0.06%	181
2021 Q2	$452K	Buy	2,476 +3	+0.1%	+$548	0.07%	187
2021 Q1	$441K	Buy	2,473 +2,152	+670%	+$369K	0.08%	168
2020 Q4	$56K	Buy	+321	New	+$54.5K	0.01%	394

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

Tradition Wealth Management's VDC Position: Q1 2026 in Review

Tradition Wealth Management increased its Vanguard Consumer Staples ETF (VDC) stake by 0.06% in Q1 2026, buying an estimated $229 and bringing the position to 1,781 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #330.

Tradition Wealth Management first reported a position in VDC in Q4 2020 and has held it in 15 quarters since. The position peaked at $535K in Q4 2021. 629 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Tradition Wealth Management held 1,781 shares of Vanguard Consumer Staples ETF worth $400K as of Q1 2026.
Tradition Wealth Management bought 1 Vanguard Consumer Staples ETF share in Q1 2026, an estimated $229.
Vanguard Consumer Staples ETF made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #330 holding.
Tradition Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 15 quarters since.
Tradition Wealth Management's Vanguard Consumer Staples ETF position peaked at $535K in Q4 2021.
629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.