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Traphagen Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Traphagen Investment Advisors’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 		$300K Buy
1,332
+1
+0.1% +$228 0.02% 169
2026
Q1 		$299K Hold
1,331
– – 0.02% 152
2025
Q4 		$281K Buy
1,331
+1
+0.1% +$213 0.02% 162
2025
Q3 		$284K Hold
1,330
– – 0.02% 155
2025
Q2 		$291K Buy
1,330
+1
+0.1% +$219 0.03% 148
2025
Q1 		$291K Buy
1,329
+79
+6% +$17.1K 0.03% 140
2024
Q4 		$264K Hold
1,250
– – 0.03% 147
2024
Q3 		$273K Hold
1,250
– – 0.03% 143
2024
Q2 		$254K Hold
1,250
– – 0.03% 142
2024
Q1 		$255K Hold
1,250
– – 0.03% 150
2023
Q4 		$239K Hold
1,250
– – 0.03% 153
2023
Q3 		$228K Hold
1,250
– – 0.03% 139
2023
Q2 		$243K Sell
1,250
-409
-25% -$79.9K 0.03% 137
2023
Q1 		$321K Buy
1,659
+1
+0.1% +$190 0.05% 116
2022
Q4 		$318K Buy
1,658
+2
+0.1% +$376 0.05% 112
2022
Q3 		$284K Hold
1,656
– – 0.05% 108
2022
Q2 		$307K Buy
1,656
+3
+0.2% +$580 0.06% 104
2022
Q1 		$324K Sell
1,653
-1,150
-41% -$224K 0.05% 100
2021
Q4 		$560K Buy
2,803
+2
+0.1% +$377 0.09% 65
2021
Q3 		$502K Hold
2,801
– – 0.09% 67
2021
Q2 		$511K Buy
2,801
+1
+0% +$183 0.09% 74
2021
Q1 		$499K Buy
2,800
+1
+0% +$172 0.09% 74
2020
Q4 		$487K Buy
2,799
+1
+0% +$170 0.09% 77
2020
Q3 		$457K Sell
2,798
-254
-8% -$40.9K 0.09% 74
2020
Q2 		$456K Buy
3,052
+17
+0.6% +$2.52K 0.1% 76
2020
Q1 		$418K Hold
3,035
– – 0.11% 72
2019
Q4 		$489K Hold
3,035
– – 0.12% 69
2019
Q3 		$475K Hold
3,035
– – 0.12% 67
2019
Q2 		$451K Sell
3,035
-107
-3% -$15.8K 0.12% 66
2019
Q1 		$456K Buy
+3,142
New +$436K 0.13% 62

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

Traphagen Investment Advisors's VDC Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 0.08% in Q2 2026, buying an estimated $228 and bringing the position to 1,332 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #169.

Traphagen Investment Advisors first reported a position in VDC in Q1 2019 and has held it in 30 quarters since. The position peaked at $560K in Q4 2021. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Traphagen Investment Advisors held 1,332 shares of Vanguard Consumer Staples ETF worth $300K as of Q2 2026.
  • Traphagen Investment Advisors bought 1 Vanguard Consumer Staples ETF share in Q2 2026, an estimated $228.
  • Vanguard Consumer Staples ETF made up 0.02% of Traphagen Investment Advisors's portfolio in Q2 2026, its #169 holding.
  • Traphagen Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2019 and has held it in 30 quarters since.
  • Traphagen Investment Advisors's Vanguard Consumer Staples ETF position peaked at $560K in Q4 2021.
  • 666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.