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 Q1	$875K	Buy	788,952 +15	+0%	+$3.44K	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	Sell	797,252 -1,230	-0.2%	-$240K	0.73%	30
2021 Q4	$2.77M	Buy	798,482 +790,737	+10,210%	+$149M	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 $1.37T 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

Wellspring Financial Advisors's VDC Position: Q1 2026 in Review

Wellspring Financial Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 0% in Q1 2026, buying an estimated $3.44K and bringing the position to 788,952 shares worth $875K. The position accounts for 0.07% of the portfolio, ranked #110.

Wellspring Financial Advisors first reported a position in VDC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.92M in Q1 2023. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Wellspring Financial Advisors held 788,952 shares of Vanguard Consumer Staples ETF worth $875K as of Q1 2026.
Wellspring Financial Advisors bought 15 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $3.44K.
Vanguard Consumer Staples ETF made up 0.07% of Wellspring Financial Advisors's portfolio in Q1 2026, its #110 holding.
Wellspring Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2021 and has held it in 20 quarters since.
Wellspring Financial Advisors's Vanguard Consumer Staples ETF position peaked at $2.92M in Q1 2023.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.