TrueWealth Financial Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

TrueWealth Financial Partners’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	$9.96M	Buy	44,159 +1,073	+2%	+$245K	4.11%	12
2026 Q1	$9.68M	Buy	+43,086	New	+$9.87M	3.86%	11
2025 Q4	–	Sell	-35,807	Closed	-$7.65M	–	62
2025 Q3	$7.65M	Buy	35,807 +17,903	+100%	+$3.92M	3.91%	11
2025 Q2	$3.92M	Buy	17,904 +10,659	+147%	+$2.34M	2.16%	15
2025 Q1	$1.59M	Buy	+7,245	New	+$1.57M	0.96%	19

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

TrueWealth Financial Partners's VDC Position: Q2 2026 in Review

TrueWealth Financial Partners increased its Vanguard Consumer Staples ETF (VDC) stake by 2.5% in Q2 2026, buying an estimated $245K and bringing the position to 44,159 shares worth $9.96M. The position accounts for 4.11% of the portfolio, ranked #12.

TrueWealth Financial Partners first reported a position in VDC in Q1 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

TrueWealth Financial Partners held 44,159 shares of Vanguard Consumer Staples ETF worth $9.96M as of Q2 2026.
TrueWealth Financial Partners bought 1,073 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $245K.
Vanguard Consumer Staples ETF made up 4.11% of TrueWealth Financial Partners's portfolio in Q2 2026, its #12 holding.
TrueWealth Financial Partners first reported a position in Vanguard Consumer Staples ETF in Q1 2025 and has held it in 5 quarters since.
659 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.