Waters Parkerson & Co’s Vanguard Consumer Staples ETF VDC Stock Holding History

Waters Parkerson & Co’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	$248K	Hold	1,101	–	–	0.01%	180
2026 Q1	$247K	Hold	1,101	–	–	0.01%	171
2025 Q4	$233K	Sell	1,101 -375	-25%	-$79.8K	0.01%	178
2025 Q3	$316K	Sell	1,476 -129	-8%	-$28.3K	0.02%	160
2025 Q2	$352K	Hold	1,605	–	–	0.02%	158
2025 Q1	$351K	Buy	1,605 +129	+9%	+$27.9K	0.02%	152
2024 Q4	$312K	Hold	1,476	–	–	0.02%	154
2024 Q3	$323K	Hold	1,476	–	–	0.02%	156
2024 Q2	$300K	Hold	1,476	–	–	0.02%	148
2024 Q1	$301K	Hold	1,476	–	–	0.02%	154
2023 Q4	$282K	Hold	1,476	–	–	0.02%	150
2023 Q3	$270K	Hold	1,476	–	–	0.02%	150
2023 Q2	$287K	Hold	1,476	–	–	0.02%	151
2023 Q1	$286K	Hold	1,476	–	–	0.02%	150
2022 Q4	$283K	Sell	1,476 -100	-6%	-$18.8K	0.02%	149
2022 Q3	$271K	Hold	1,576	–	–	0.02%	146
2022 Q2	$292K	Hold	1,576	–	–	0.02%	140
2022 Q1	$309K	Hold	1,576	–	–	0.02%	145
2021 Q4	$315K	Hold	1,576	–	–	0.02%	150
2021 Q3	$283K	Hold	1,576	–	–	0.02%	155
2021 Q2	$288K	Hold	1,576	–	–	0.02%	156
2021 Q1	$281K	Hold	1,576	–	–	0.02%	152
2020 Q4	$274K	Hold	1,576	–	–	0.02%	151
2020 Q3	$258K	Hold	1,576	–	–	0.02%	148
2020 Q2	$236K	Hold	1,576	–	–	0.02%	144
2020 Q1	$217K	Hold	1,576	–	–	0.02%	140
2019 Q4	$254K	Sell	1,576 -92	-6%	-$14.4K	0.02%	145
2019 Q3	$261K	Hold	1,668	–	–	0.02%	139
2019 Q2	$248K	Hold	1,668	–	–	0.02%	147
2019 Q1	$242K	Hold	1,668	–	–	0.02%	145
2018 Q4	$219K	Hold	1,668	–	–	0.02%	147
2018 Q3	$234K	Hold	1,668	–	–	0.02%	157
2018 Q2	$224K	Sell	1,668 -193	-10%	-$25.5K	0.02%	153
2018 Q1	$253K	Hold	1,861	–	–	0.02%	148
2017 Q4	$272K	Hold	1,861	–	–	0.02%	150
2017 Q3	$258K	Hold	1,861	–	–	0.02%	153
2017 Q2	$262K	Hold	1,861	–	–	0.02%	143
2017 Q1	$262K	Sell	1,861 -118	-6%	-$16.4K	0.02%	139
2016 Q4	$265K	Sell	1,979 -1,747	-47%	-$234K	0.03%	137
2016 Q3	$510K	Hold	3,726	–	–	0.05%	106
2016 Q2	$526K	Sell	3,726 -704	-16%	-$95.7K	0.06%	102
2016 Q1	$599K	Buy	4,430 +804	+22%	+$104K	0.07%	97
2015 Q4	$468K	Buy	+3,626	New	+$463K	0.05%	107

Other funds holding VDC

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

Waters Parkerson & Co's VDC Position: Q2 2026 in Review

Waters Parkerson & Co held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 1,101 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #180.

Waters Parkerson & Co first reported a position in VDC in Q4 2015 and has held it in 43 quarters since. The position peaked at $599K in Q1 2016. 413 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Waters Parkerson & Co held 1,101 shares of Vanguard Consumer Staples ETF worth $248K as of Q2 2026.
Waters Parkerson & Co left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.01% of Waters Parkerson & Co's portfolio in Q2 2026, its #180 holding.
Waters Parkerson & Co first reported a position in Vanguard Consumer Staples ETF in Q4 2015 and has held it in 43 quarters since.
Waters Parkerson & Co's Vanguard Consumer Staples ETF position peaked at $599K in Q1 2016.
413 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.