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

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

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. 663 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.
663 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.