Wealth Enhancement Advisory Services
VDC icon

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

Wealth Enhancement Advisory Services’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 		$5.67M Sell
27,255
-182
-0.7% -$41.6K 0.01% 1014
2026
Q2 		$5.75M Buy
27,437
+588
+2% +$134K 0.01% 925
2026
Q1 		$5.65M Sell
26,849
-8,353
-24% -$1.91M 0.01% 846
2025
Q4 		$7.42M Buy
35,202
+1,370
+4% +$291K 0.01% 828
2025
Q3 		$7.21M Buy
33,832
+798
+2% +$175K 0.01% 786
2025
Q2 		$7.34M Buy
33,034
+1,152
+4% +$253K 0.01% 737
2025
Q1 		$6.98M Buy
31,882
+9,345
+41% +$2.02M 0.01% 713
2024
Q4 		$4.76M Buy
22,537
+2,116
+10% +$459K 0.01% 820
2024
Q3 		$4.46M Buy
20,421
+53
+0.3% +$11.2K 0.01% 767
2024
Q2 		$4.14M Sell
20,368
-1,887
-8% -$383K 0.01% 743
2024
Q1 		$4.54M Sell
22,255
-1,049
-5% -$206K 0.01% 690
2023
Q4 		$4.45M Sell
23,304
-251
-1% -$46.1K 0.01% 637
2023
Q3 		$4.3M Buy
+23,555
New +$4.55M 0.01% 620

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

Wealth Enhancement Advisory Services's VDC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.66% in Q3 2026, selling an estimated $41.6K and leaving 27,255 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #1014.

Wealth Enhancement Advisory Services first reported a position in VDC in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.42M in Q4 2025. 594 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 27,255 shares of Vanguard Consumer Staples ETF worth $5.67M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 182 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $41.6K.
  • Vanguard Consumer Staples ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1014 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Consumer Staples ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Consumer Staples ETF position peaked at $7.42M in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.