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Weitzel Financial Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Weitzel Financial 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 		$8.5M Buy
39,022
+773
+2% +$177K 2.86% 12
2026
Q2 		$8.8M Sell
38,249
-209
-0.5% -$47.6K 2.99% 12
2026
Q1 		$8.61M Buy
38,458
+959
+3% +$220K 3.25% 12
2025
Q4 		$7.91M Buy
37,499
+480
+1% +$102K 3.06% 12
2025
Q3 		$7.91M Buy
37,019
+520
+1% +$114K 3.22% 12
2025
Q2 		$8.11M Buy
36,499
+177
+0.5% +$38.8K 3.43% 11
2025
Q1 		$7.99M Buy
36,322
+6,114
+20% +$1.32M 3.81% 9
2024
Q4 		$6.42M Sell
30,208
-306
-1% -$66.3K 3.02% 11
2024
Q3 		$6.65M Sell
30,514
-2,198
-7% -$466K 3.12% 10
2024
Q2 		$6.6M Buy
32,712
+155
+0.5% +$31.5K 3.29% 10
2024
Q1 		$6.6M Buy
32,557
+9,431
+41% +$1.85M 3.33% 10
2023
Q4 		$4.47M Sell
23,126
-314
-1% -$57.6K 2.4% 12
2023
Q3 		$4.23M Sell
23,440
-56,026
-71% -$10.8M 2.47% 11
2023
Q2 		$15.5M Buy
79,466
+740
+0.9% +$145K 8.77% 3
2023
Q1 		$15.3M Sell
78,726
-574
-0.7% -$109K 9.22% 3
2022
Q4 		$15.2M Buy
79,300
+6,115
+8% +$1.15M 9.7% 3
2022
Q3 		$12.6M Buy
73,185
+2,260
+3% +$427K 8.83% 4
2022
Q2 		$13.1M Buy
+70,925
New +$13.7M 8.87% 4

Other funds holding VDC

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
BF
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
JIG
Junk Investment Group Hunt Valley, Maryland $241M AUM
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weitzel Financial Services's VDC Position: Q3 2026 in Review

Weitzel Financial Services increased its Vanguard Consumer Staples ETF (VDC) stake by 2% in Q3 2026, buying an estimated $177K and bringing the position to 39,022 shares worth $8.5M. The position accounts for 2.86% of the portfolio, ranked #12.

Weitzel Financial Services first reported a position in VDC in Q2 2022 and has held it in 18 quarters since. The position peaked at $15.5M in Q2 2023. 127 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Weitzel Financial Services held 39,022 shares of Vanguard Consumer Staples ETF worth $8.5M as of Q3 2026.
  • Weitzel Financial Services bought 773 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $177K.
  • Vanguard Consumer Staples ETF made up 2.86% of Weitzel Financial Services's portfolio in Q3 2026, its #12 holding.
  • Weitzel Financial Services first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 18 quarters since.
  • Weitzel Financial Services's Vanguard Consumer Staples ETF position peaked at $15.5M in Q2 2023.
  • 127 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.