Wealthspire Advisors (New York)’s Vanguard Consumer Staples ETF VDC Stock Holding History

Wealthspire Advisors (New York)’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	$8.81M	Sell	39,211 -422	-1%	-$96.7K	0.07%	123
2025 Q4	$8.37M	Sell	39,633 -1,506	-4%	-$320K	0.07%	129
2025 Q3	$8.79M	Sell	41,139 -454	-1%	-$99.5K	0.05%	125
2025 Q2	$9.11M	Sell	41,593 -585	-1%	-$128K	0.05%	127
2025 Q1	$9.23M	Sell	42,178 -1,458	-3%	-$315K	0.06%	118
2024 Q4	$9.22M	Sell	43,636 -1,218	-3%	-$264K	0.09%	104
2024 Q3	$9.8M	Sell	44,854 -3,831	-8%	-$813K	0.1%	104
2024 Q2	$9.88M	Sell	48,685 -1,663	-3%	-$338K	0.13%	80
2024 Q1	$10.3M	Sell	50,348 -4,858	-9%	-$954K	0.14%	71
2023 Q4	$10.5M	Sell	55,206 -4,134	-7%	-$758K	0.15%	67
2023 Q3	$10.8M	Sell	59,340 -1,307	-2%	-$252K	0.18%	59
2023 Q2	$11.8M	Sell	60,647 -2,867	-5%	-$560K	0.19%	61
2023 Q1	$12.3M	Sell	63,514 -917	-1%	-$174K	0.21%	57
2022 Q4	$12.3M	Sell	64,431 -1,963	-3%	-$369K	0.22%	59
2022 Q3	$11.4M	Sell	66,394 -450	-0.7%	-$85K	0.24%	59
2022 Q2	$12.4M	Buy	66,844 +9,090	+16%	+$1.76M	0.26%	53
2022 Q1	$11.3M	Sell	57,754 -337	-0.6%	-$65.6K	0.25%	44
2021 Q4	$11.6M	Sell	58,091 -964	-2%	-$182K	0.26%	43
2021 Q3	$10.6M	Buy	+59,055	New	+$10.9M	0.22%	53
2021 Q2	–	Sell	-60,552	Closed	-$10.8M	–	653
2021 Q1	$10.8M	Buy	+60,552	New	+$10.4M	0.26%	48

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

Wealthspire Advisors (New York)'s VDC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.1% in Q1 2026, selling an estimated $96.7K and leaving 39,211 shares worth $8.81M. The position accounts for 0.07% of the portfolio, ranked #123.

Wealthspire Advisors (New York) first reported a position in VDC in Q1 2021 and has held it in 20 quarters since. The position peaked at $12.4M in Q2 2022. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Wealthspire Advisors (New York) held 39,211 shares of Vanguard Consumer Staples ETF worth $8.81M as of Q1 2026.
Wealthspire Advisors (New York) sold 422 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $96.7K.
Vanguard Consumer Staples ETF made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #123 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Consumer Staples ETF in Q1 2021 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s Vanguard Consumer Staples ETF position peaked at $12.4M in Q2 2022.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.