WIM
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Westside Investment Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Westside Investment 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 		$2.5M Sell
11,096
-50
-0.4% -$11.4K 0.33% 75
2026
Q1 		$2.5M Buy
11,146
+190
+2% +$43.5K 0.38% 64
2025
Q4 		$2.31M Buy
10,956
+89
+0.8% +$18.9K 0.37% 68
2025
Q3 		$2.32M Hold
10,867
– – 0.37% 64
2025
Q2 		$2.38M Sell
10,867
-130
-1% -$28.5K 0.44% 57
2025
Q1 		$2.41M Buy
10,997
+188
+2% +$40.6K 0.51% 53
2024
Q4 		$2.28M Buy
10,809
+40
+0.4% +$8.67K 0.48% 56
2024
Q3 		$2.35M Buy
10,769
+41
+0.4% +$8.7K 0.5% 53
2024
Q2 		$2.18M Buy
10,728
+500
+5% +$102K 0.5% 48
2024
Q1 		$2.09M Buy
10,228
+520
+5% +$102K 0.5% 49
2023
Q4 		$1.85M Buy
9,708
+940
+11% +$172K 0.47% 53
2023
Q3 		$1.6M Sell
8,768
-80
-0.9% -$15.4K 0.46% 56
2023
Q2 		$1.72M Sell
8,848
-20
-0.2% -$3.91K 0.49% 56
2023
Q1 		$1.72M Buy
8,868
+520
+6% +$98.5K 0.5% 52
2022
Q4 		$116K Buy
8,348
+860
+11% +$162K 0.29% 82
2022
Q3 		$104K Buy
7,488
+690
+10% +$130K 0.25% 91
2022
Q2 		$120K Buy
6,798
+2,225
+49% +$430K 0.27% 80
2022
Q1 		$120K Buy
4,573
+800
+21% +$156K 0.26% 82
2021
Q4 		$108K Sell
3,773
-70
-2% -$13.2K 0.25% 84
2021
Q3 		$108K Buy
3,843
+960
+33% +$178K 0.25% 82
2021
Q2 		$91.7K Buy
2,883
+2,080
+259% +$380K 0.21% 88
2021
Q1 		$143 Hold
803
– – ﹤0.01% 303
2020
Q4 		$139 Hold
803
– – ﹤0.01% 269
2020
Q3 		$131 Hold
803
– – ﹤0.01% 283
2020
Q2 		$120 Hold
803
– – ﹤0.01% 264
2020
Q1 		$110 Buy
+803
New +$124K ﹤0.01% 270
2019
Q2 		$238K Buy
+1,603
New +$236K 0.09% 143
2018
Q4 		$210K Buy
+1,603
New +$225K 0.08% 153
2018
Q3 		– Sell
-1,342
Closed -$179K – 812
2018
Q2 		$179K Hold
1,342
– – 0.06% 169
2018
Q1 		$178K Hold
1,342
– – 0.1% 161
2017
Q4 		$197K Hold
1,342
– – 0.11% 154
2017
Q3 		$185K Hold
1,342
– – 0.11% 143
2017
Q2 		$186K Hold
1,342
– – 0.12% 137
2017
Q1 		$188K Buy
+1,342
New +$186K 0.09% 131

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

Westside Investment Management's VDC Position: Q2 2026 in Review

Westside Investment Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 0.45% in Q2 2026, selling an estimated $11.4K and leaving 11,096 shares worth $2.5M. The position accounts for 0.33% of the portfolio, ranked #75.

Westside Investment Management first reported a position in VDC in Q1 2017 and has held it in 34 quarters since. The position peaked at $2.5M in Q1 2026. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Westside Investment Management held 11,096 shares of Vanguard Consumer Staples ETF worth $2.5M as of Q2 2026.
  • Westside Investment Management sold 50 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Consumer Staples ETF made up 0.33% of Westside Investment Management's portfolio in Q2 2026, its #75 holding.
  • Westside Investment Management first reported a position in Vanguard Consumer Staples ETF in Q1 2017 and has held it in 34 quarters since.
  • Westside Investment Management's Vanguard Consumer Staples ETF position peaked at $2.5M in Q1 2026.
  • 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.