VSM Wealth Advisory’s Vanguard Consumer Staples ETF VDC Stock Holding History

VSM Wealth Advisory’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	$42.6K	Buy	189 +1	+0.5%	+$228	0.01%	236
2026 Q1	$42.3K	Hold	188	–	–	0.01%	227
2025 Q4	$39.7K	Hold	188	–	–	0.01%	219
2025 Q3	$40.1K	Buy	188 +1	+0.5%	+$219	0.01%	212
2025 Q2	$41K	Hold	187	–	–	0.01%	232
2025 Q1	$40.8K	Buy	187 +83	+80%	+$17.9K	0.01%	211
2024 Q4	$22K	Buy	+104	New	+$22.5K	0.01%	265

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

VSM Wealth Advisory's VDC Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Consumer Staples ETF (VDC) stake by 0.53% in Q2 2026, buying an estimated $228 and bringing the position to 189 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #236.

VSM Wealth Advisory first reported a position in VDC in Q4 2024 and has held it in 7 quarters since. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

VSM Wealth Advisory held 189 shares of Vanguard Consumer Staples ETF worth $42.6K as of Q2 2026.
VSM Wealth Advisory bought 1 Vanguard Consumer Staples ETF share in Q2 2026, an estimated $228.
Vanguard Consumer Staples ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #236 holding.
VSM Wealth Advisory first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.