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United Capital Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

United Capital Financial 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 		$1.52M Sell
6,718
-85
-1% -$19.4K 0.01% 651
2026
Q1 		$1.53M Sell
6,803
-3
-0% -$687 0.01% 625
2025
Q4 		$1.44M Buy
6,806
+3,212
+89% +$683K 0.01% 626
2025
Q3 		$768K Hold
3,594
– – 0.01% 728
2025
Q2 		$787K Sell
3,594
-141
-4% -$30.9K 0.01% 661
2025
Q1 		$817K Buy
3,735
+458
+14% +$99K 0.01% 614
2024
Q4 		$693K Sell
3,277
-336
-9% -$72.8K 0.01% 646
2024
Q3 		$789K Sell
3,613
-33
-0.9% -$7K 0.01% 599
2024
Q2 		$740K Buy
3,646
+206
+6% +$41.8K 0.01% 607
2024
Q1 		$702K Buy
3,440
+20
+0.6% +$3.93K 0.01% 649
2023
Q4 		$653K Sell
3,420
-518
-13% -$95K 0.01% 661
2023
Q3 		$719K Sell
3,938
-109
-3% -$21K ﹤0.01% 574
2023
Q2 		$787K Sell
4,047
-30
-0.7% -$5.86K ﹤0.01% 599
2023
Q1 		$789K Sell
4,077
-613
-13% -$116K ﹤0.01% 640
2022
Q4 		$899K Buy
4,690
+6
+0.1% +$1.13K 0.01% 631
2022
Q3 		$805K Buy
4,684
+465
+11% +$87.8K ﹤0.01% 660
2022
Q2 		$782K Sell
4,219
-183
-4% -$35.4K ﹤0.01% 679
2022
Q1 		$862K Buy
4,402
+75
+2% +$14.6K ﹤0.01% 698
2021
Q4 		$865K Buy
4,327
+171
+4% +$32.2K ﹤0.01% 713
2021
Q3 		$745K Sell
4,156
-475
-10% -$87.9K ﹤0.01% 751
2021
Q2 		$845K Buy
4,631
+174
+4% +$31.8K ﹤0.01% 734
2021
Q1 		$794K Sell
4,457
-201
-4% -$34.5K ﹤0.01% 728
2020
Q4 		$810K Sell
4,658
-2,698
-37% -$458K ﹤0.01% 733
2020
Q3 		$1.2M Sell
7,356
-167
-2% -$26.9K 0.01% 610
2020
Q2 		$1.13M Sell
7,523
-173
-2% -$25.6K 0.01% 630
2020
Q1 		$1.06M Buy
7,696
+620
+9% +$95.6K 0.01% 616
2019
Q4 		$1.14M Buy
7,076
+2,936
+71% +$461K 0.01% 728
2019
Q3 		$648K Buy
4,140
+568
+16% +$87.3K ﹤0.01% 869
2019
Q2 		$531K Sell
3,572
-69
-2% -$10.2K ﹤0.01% 1031
2019
Q1 		$529K Buy
3,641
+39
+1% +$5.41K ﹤0.01% 963
2018
Q4 		$472K Sell
3,602
-639
-15% -$89.5K ﹤0.01% 936
2018
Q3 		$594K Sell
4,241
-166
-4% -$23.2K ﹤0.01% 927
2018
Q2 		$592K Sell
4,407
-569
-11% -$75.3K ﹤0.01% 904
2018
Q1 		$677K Buy
4,976
+460
+10% +$65.2K 0.01% 875
2017
Q4 		$660K Sell
4,516
-319
-7% -$45K 0.01% 890
2017
Q3 		$670K Sell
4,835
-975
-17% -$137K 0.01% 883
2017
Q2 		$819K Sell
5,810
-1,864
-24% -$267K 0.01% 816
2017
Q1 		$1.08M Sell
7,674
-107
-1% -$14.8K 0.01% 727
2016
Q4 		$1.04M Sell
7,781
-357
-4% -$47.7K 0.01% 743
2016
Q3 		$1.11M Buy
8,138
+1,631
+25% +$228K 0.01% 745
2016
Q2 		$917K Sell
6,507
-63
-1% -$8.57K 0.01% 764
2016
Q1 		$889K Sell
6,570
-220
-3% -$28.4K 0.01% 721
2015
Q4 		$876K Buy
6,790
+3,192
+89% +$407K 0.01% 730
2015
Q3 		$436K Buy
3,598
+845
+31% +$107K 0.01% 932
2015
Q2 		$344K Buy
2,753
+611
+29% +$77.7K ﹤0.01% 1039
2015
Q1 		$269K Buy
+2,142
New +$271K ﹤0.01% 1101

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

United Capital Financial Advisors's VDC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.2% in Q2 2026, selling an estimated $19.4K and leaving 6,718 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #651.

United Capital Financial Advisors first reported a position in VDC in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.53M in Q1 2026. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • United Capital Financial Advisors held 6,718 shares of Vanguard Consumer Staples ETF worth $1.52M as of Q2 2026.
  • United Capital Financial Advisors sold 85 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $19.4K.
  • Vanguard Consumer Staples ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #651 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2015 and has held it in 46 quarters since.
  • United Capital Financial Advisors's Vanguard Consumer Staples ETF position peaked at $1.53M in Q1 2026.
  • 666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.