Visionary Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Visionary Wealth 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 Q1	$240K	Sell	1,067 -12	-1%	-$2.75K	0.01%	567
2025 Q4	$228K	Sell	1,079 -116	-10%	-$24.7K	0.01%	563
2025 Q3	$255K	Sell	1,195 -64	-5%	-$14K	0.01%	524
2025 Q2	$276K	Sell	1,259 -59	-4%	-$12.9K	0.01%	475
2025 Q1	$288K	Sell	1,318 -277	-17%	-$59.9K	0.02%	453
2024 Q4	$337K	Sell	1,595 -9,891	-86%	-$2.14M	0.02%	417
2024 Q3	$2.51M	Sell	11,486 -260	-2%	-$55.2K	0.15%	150
2024 Q2	$2.38M	Buy	11,746 +61	+0.5%	+$12.4K	0.16%	149
2024 Q1	$2.39M	Sell	11,685 -3,300	-22%	-$648K	0.16%	152
2023 Q4	$2.86M	Sell	14,985 -5,085	-25%	-$933K	0.21%	123
2023 Q3	$3.67M	Buy	20,070 +667	+3%	+$129K	0.3%	92
2023 Q2	$3.77M	Buy	19,403 +4,613	+31%	+$901K	0.3%	86
2023 Q1	$2.86M	Sell	14,790 -402	-3%	-$76.2K	0.24%	102
2022 Q4	$2.91M	Buy	15,192 +9,232	+155%	+$1.74M	0.27%	94
2022 Q3	$1.02M	Buy	5,960 +72	+1%	+$13.6K	0.11%	165
2022 Q2	$1.09M	Sell	5,888 -68	-1%	-$13.2K	0.1%	166
2022 Q1	$1.17M	Buy	+5,956	New	+$1.16M	0.09%	169

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Visionary Wealth Advisors's VDC Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.1% in Q1 2026, selling an estimated $2.75K and leaving 1,067 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #567.

Visionary Wealth Advisors first reported a position in VDC in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.77M in Q2 2023. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Visionary Wealth Advisors held 1,067 shares of Vanguard Consumer Staples ETF worth $240K as of Q1 2026.
Visionary Wealth Advisors sold 12 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $2.75K.
Vanguard Consumer Staples ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #567 holding.
Visionary Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and has held it in 17 quarters since.
Visionary Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $3.77M in Q2 2023.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.