Vermillion Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Vermillion Wealth Management’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.22K	Hold	41	–	–	﹤0.01%	1391
2026 Q1	$3.82K	Hold	41	–	–	﹤0.01%	550
2025 Q4	$4.19K	Hold	41	–	–	﹤0.01%	463
2025 Q3	$4.22K	Buy	+41	New	+$4.05K	﹤0.01%	1318

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Vermillion Wealth Management's FDIS Position: Q2 2026 in Review

Vermillion Wealth Management held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 41 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Vermillion Wealth Management first reported a position in FDIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.22K in Q3 2025. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Vermillion Wealth Management held 41 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $4.22K as of Q2 2026.
Vermillion Wealth Management left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1391 holding.
Vermillion Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2025 and has held it in 4 quarters since.
Vermillion Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $4.22K in Q3 2025.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.