Wellspring Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Wellspring Financial Advisors’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	$845K	Sell	3,746 -149	-4%	-$34K	0.06%	114
2026 Q1	$875K	Sell	3,895 -785,042	-100%	-$180M	0.07%	110
2025 Q4	$867K	Hold	788,937	–	–	0.07%	96
2025 Q3	$867K	Sell	788,937 -475	-0.1%	-$104K	0.08%	69
2025 Q2	$973K	Sell	789,412 -304	-0%	-$66.6K	0.1%	64
2025 Q1	$1.04M	Sell	789,716 -2,275	-0.3%	-$492K	0.12%	56
2024 Q4	$1.51M	Sell	791,991 -1	-0%	-$217	0.16%	45
2024 Q3	$1.54M	Sell	791,992 -412	-0.1%	-$87.4K	0.18%	45
2024 Q2	$1.57M	Sell	792,404 -1,516	-0.2%	-$308K	0.21%	43
2024 Q1	$1.88M	Sell	793,920 -3,320	-0.4%	-$652K	0.3%	40
2023 Q4	$2.44M	Sell	797,240 -405	-0.1%	-$74.3K	0.61%	34
2023 Q3	$2.45M	Sell	797,645 -96	-0%	-$18.5K	0.72%	34
2023 Q2	$2.57M	Sell	797,741 -1,824	-0.2%	-$356K	0.73%	33
2023 Q1	$2.92M	Buy	799,565 +987	+0.1%	+$187K	0.87%	28
2022 Q4	$2.71M	Sell	798,578 -246	-0%	-$46.3K	0.9%	27
2022 Q3	$2.55M	Sell	798,824 -988	-0.1%	-$187K	0.94%	27
2022 Q2	$2.87M	Buy	799,812 +2,560	+0.3%	+$495K	1%	25
2022 Q1	$2.49M	Buy	797,252 +783,394	+5,653%	+$153M	0.73%	30
2021 Q4	$2.77M	Buy	13,858 +6,113	+79%	+$1.15M	0.77%	30
2021 Q3	$1.39M	Buy	7,745 +1,376	+22%	+$255K	0.42%	36
2021 Q2	$1.16M	Buy	+6,369	New	+$1.16M	0.37%	37

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wellspring Financial Advisors's VDC Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 3.8% in Q2 2026, selling an estimated $34K and leaving 3,746 shares worth $845K. The position accounts for 0.06% of the portfolio, ranked #114.

Wellspring Financial Advisors first reported a position in VDC in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.92M in Q1 2023. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Wellspring Financial Advisors held 3,746 shares of Vanguard Consumer Staples ETF worth $845K as of Q2 2026.
Wellspring Financial Advisors sold 149 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $34K.
Vanguard Consumer Staples ETF made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #114 holding.
Wellspring Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2021 and has held it in 21 quarters since.
Wellspring Financial Advisors's Vanguard Consumer Staples ETF position peaked at $2.92M in Q1 2023.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.