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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Weitzel Financial Services's VDC Position: Q2 2026 in Review

Weitzel Financial Services reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.54% in Q2 2026, selling an estimated $47.6K and leaving 38,249 shares worth $8.8M. The position accounts for 2.99% of the portfolio, ranked #12.

Weitzel Financial Services first reported a position in VDC in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.5M in Q2 2023. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Weitzel Financial Services held 38,249 shares of Vanguard Consumer Staples ETF worth $8.8M as of Q2 2026.
  • Weitzel Financial Services sold 209 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $47.6K.
  • Vanguard Consumer Staples ETF made up 2.99% of Weitzel Financial Services's portfolio in Q2 2026, its #12 holding.
  • Weitzel Financial Services first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 17 quarters since.
  • Weitzel Financial Services's Vanguard Consumer Staples ETF position peaked at $15.5M in Q2 2023.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.