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Wolff Financial Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Wolff Financial 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 		$1.65M Buy
7,317
+25
+0.3% +$5.7K 0.33% 29
2026
Q1 		$1.64M Sell
7,292
-57
-0.8% -$13.1K 0.36% 27
2025
Q4 		$1.55M Buy
7,349
+28
+0.4% +$5.96K 0.35% 29
2025
Q3 		$1.56M Sell
7,321
-1,089
-13% -$239K 0.36% 28
2025
Q2 		$1.84M Buy
8,410
+33
+0.4% +$7.23K 0.48% 24
2025
Q1 		$1.83M Buy
8,377
+34
+0.4% +$7.35K 0.51% 23
2024
Q4 		$1.76M Buy
8,343
+70
+0.8% +$15.2K 0.49% 24
2024
Q3 		$1.81M Buy
8,273
+46
+0.6% +$9.76K 0.49% 24
2024
Q2 		$1.67M Hold
8,227
– – 1.23% 10
2024
Q1 		$1.68M Buy
8,227
+26
+0.3% +$5.11K 0.49% 24
2023
Q4 		$1.57M Buy
8,201
+89
+1% +$16.3K 0.48% 25
2023
Q3 		$1.48M Sell
8,112
-226
-3% -$43.6K 0.51% 26
2023
Q2 		$1.62M Sell
8,338
-123
-1% -$24K 1.41% 9
2023
Q1 		$1.64M Buy
8,461
+27
+0.3% +$5.12K 0.57% 29
2022
Q4 		$1.62M Sell
8,434
-608
-7% -$114K 0.6% 29
2022
Q3 		$1.55M Sell
9,042
-4
-0% -$755 0.71% 28
2022
Q2 		$1.68M Sell
9,046
-206
-2% -$39.8K 0.75% 28
2022
Q1 		$1.81M Buy
9,252
+23
+0.2% +$4.48K 0.72% 29
2021
Q4 		$1.84M Sell
9,229
-612
-6% -$115K 0.7% 29
2021
Q3 		$1.76M Buy
+9,841
New +$1.82M 1.53% 12
2021
Q1 		$3.8M Sell
21,315
-1,567
-7% -$269K 1.74% 15
2020
Q4 		$3.98M Sell
22,882
-16
-0.1% -$2.71K 2.09% 13
2020
Q3 		$3.74M Sell
22,898
-396
-2% -$63.8K 2.22% 13
2020
Q2 		$3.48M Buy
23,294
+56
+0.2% +$8.3K 2.22% 13
2020
Q1 		$3.2M Sell
23,238
-1,778
-7% -$274K 2.42% 13
2019
Q4 		$4.03M Sell
25,016
-1,029
-4% -$162K 2.67% 10
2019
Q3 		$4.08M Sell
26,045
-3,892
-13% -$598K 2.98% 9
2019
Q2 		$4.45M Sell
29,937
-3,966
-12% -$584K 3.43% 9
2019
Q1 		$4.92M Sell
33,903
-4,098
-11% -$569K 4.09% 6
2018
Q4 		$4.99M Buy
+38,001
New +$5.33M 4.85% 5

Other funds holding VDC

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

Wolff Financial Management's VDC Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Consumer Staples ETF (VDC) stake by 0.34% in Q2 2026, buying an estimated $5.7K and bringing the position to 7,317 shares worth $1.65M. The position accounts for 0.33% of the portfolio, ranked #29.

Wolff Financial Management first reported a position in VDC in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.99M in Q4 2018. 95 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Wolff Financial Management held 7,317 shares of Vanguard Consumer Staples ETF worth $1.65M as of Q2 2026.
  • Wolff Financial Management bought 25 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $5.7K.
  • Vanguard Consumer Staples ETF made up 0.33% of Wolff Financial Management's portfolio in Q2 2026, its #29 holding.
  • Wolff Financial Management first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and has held it in 30 quarters since.
  • Wolff Financial Management's Vanguard Consumer Staples ETF position peaked at $4.99M in Q4 2018.
  • 95 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.