Visionary Wealth Advisors
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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
Q3 		$231K Sell
1,058
-2
-0.2% -$457 0.01% 621
2026
Q2 		$239K Sell
1,060
-7
-0.7% -$1.6K 0.01% 605
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Visionary Wealth Advisors's VDC Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.19% in Q3 2026, selling an estimated $457 and leaving 1,058 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #621.

Visionary Wealth Advisors first reported a position in VDC in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.77M in Q2 2023. 594 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Visionary Wealth Advisors held 1,058 shares of Vanguard Consumer Staples ETF worth $231K as of Q3 2026.
  • Visionary Wealth Advisors sold 2 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $457.
  • Vanguard Consumer Staples ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q3 2026, its #621 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2022 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $3.77M in Q2 2023.
  • 594 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.