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Western Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Western Wealth Management’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 		$475K Sell
2,107
-147
-7% -$33.5K 0.02% 693
2026
Q1 		$506K Buy
2,254
+211
+10% +$48.3K 0.02% 640
2025
Q4 		$431K Buy
2,043
+339
+20% +$72.1K 0.02% 555
2025
Q3 		$364K Sell
1,704
-173
-9% -$37.9K 0.02% 536
2025
Q2 		$411K Sell
1,877
-139
-7% -$30.5K 0.02% 468
2025
Q1 		$441K Buy
2,016
+380
+23% +$82.1K 0.03% 427
2024
Q4 		$346K Sell
1,636
-67
-4% -$14.5K 0.02% 561
2024
Q3 		$372K Buy
1,703
+19
+1% +$4.03K 0.02% 532
2024
Q2 		$342K Sell
1,684
-359
-18% -$72.9K 0.03% 455
2024
Q1 		$417K Sell
2,043
-851
-29% -$167K 0.03% 415
2023
Q4 		$553K Buy
2,894
+67
+2% +$12.3K 0.04% 384
2023
Q3 		$516K Sell
2,827
-183
-6% -$35.3K 0.04% 384
2023
Q2 		$585K Buy
3,010
+275
+10% +$53.7K 0.05% 343
2023
Q1 		$529K Sell
2,735
-26
-0.9% -$4.93K 0.05% 352
2022
Q4 		$529K Sell
2,761
-2,668
-49% -$502K 0.05% 329
2022
Q3 		$931K Buy
5,429
+971
+22% +$183K 0.05% 319
2022
Q2 		$831K Sell
4,458
-108
-2% -$20.9K 0.05% 345
2022
Q1 		$894K Buy
4,566
+2,236
+96% +$436K 0.04% 357
2021
Q4 		$465K Buy
+2,330
New +$439K 0.05% 342
2021
Q2 		$462K Sell
2,494
-126
-5% -$23K 0.05% 372
2021
Q1 		$467K Sell
2,620
-19
-0.7% -$3.26K 0.06% 294
2020
Q4 		$459K Sell
2,639
-59
-2% -$10K 0.07% 270
2020
Q3 		$441K Sell
2,698
-6
-0.2% -$966 0.07% 259
2020
Q2 		$405K Buy
2,704
+1
+0% +$148 0.07% 259
2020
Q1 		$362K Buy
2,703
+1,229
+83% +$189K 0.08% 238
2019
Q4 		$238K Sell
1,474
-64
-4% -$10K 0.04% 356
2019
Q3 		$243K Buy
1,538
+133
+9% +$20.4K 0.05% 338
2019
Q2 		$209K Sell
1,405
-45
-3% -$6.63K 0.03% 380
2019
Q1 		$211K Sell
1,450
-2,764
-66% -$383K 0.05% 359
2018
Q4 		$557K Buy
+4,214
New +$591K 0.15% 163

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

Western Wealth Management's VDC Position: Q2 2026 in Review

Western Wealth Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 6.5% in Q2 2026, selling an estimated $33.5K and leaving 2,107 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #693.

Western Wealth Management first reported a position in VDC in Q4 2018 and has held it in 30 quarters since. The position peaked at $931K in Q3 2022. 661 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Western Wealth Management held 2,107 shares of Vanguard Consumer Staples ETF worth $475K as of Q2 2026.
  • Western Wealth Management sold 147 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $33.5K.
  • Vanguard Consumer Staples ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #693 holding.
  • Western Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Vanguard Consumer Staples ETF position peaked at $931K in Q3 2022.
  • 661 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.