Valmark Advisers’s Vanguard Consumer Staples ETF VDC Stock Holding History

Valmark Advisers’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	$842K	Buy	3,733 +15	+0.4%	+$3.42K	0.01%	392
2026 Q1	$835K	Buy	3,718 +418	+13%	+$95.7K	0.01%	382
2025 Q4	$697K	Sell	3,300 -217	-6%	-$46.2K	0.01%	393
2025 Q3	$752K	Hold	3,517	–	–	0.01%	373
2025 Q2	$770K	Sell	3,517 -112	-3%	-$24.6K	0.01%	373
2025 Q1	$794K	Sell	3,629 -2	-0.1%	-$432	0.01%	348
2024 Q4	$768K	Sell	3,631 -14	-0.4%	-$3.03K	0.01%	353
2024 Q3	$796K	Buy	3,645 +732	+25%	+$155K	0.01%	344
2024 Q2	$591K	Buy	2,913 +730	+33%	+$148K	0.01%	368
2024 Q1	$446K	Buy	2,183 +279	+15%	+$54.8K	0.01%	397
2023 Q4	$364K	Buy	+1,904	New	+$349K	0.01%	396
2018 Q1	–	Sell	-4,029	Closed	-$588K	–	198
2017 Q4	$588K	Buy	+4,029	New	+$568K	0.01%	109

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

Valmark Advisers's VDC Position: Q2 2026 in Review

Valmark Advisers increased its Vanguard Consumer Staples ETF (VDC) stake by 0.4% in Q2 2026, buying an estimated $3.42K and bringing the position to 3,733 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #392.

Valmark Advisers first reported a position in VDC in Q4 2017 and has held it in 12 quarters since. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Valmark Advisers held 3,733 shares of Vanguard Consumer Staples ETF worth $842K as of Q2 2026.
Valmark Advisers bought 15 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $3.42K.
Vanguard Consumer Staples ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #392 holding.
Valmark Advisers first reported a position in Vanguard Consumer Staples ETF in Q4 2017 and has held it in 12 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.