Woodward Diversified Capital’s Vanguard Consumer Staples ETF VDC Stock Holding History

Woodward Diversified Capital’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	$1.04M	Sell	4,627 -592	-11%	-$135K	0.46%	48
2026 Q1	$1.18M	Sell	5,219 -200	-4%	-$45.8K	0.54%	37
2025 Q4	$1.14M	Buy	5,419 +77	+1%	+$16.4K	0.52%	46
2025 Q3	$1.14M	Sell	5,342 -78	-1%	-$17.1K	0.53%	47
2025 Q2	$1.19M	Buy	5,420 +2,754	+103%	+$604K	0.6%	38
2025 Q1	$583K	Buy	2,666 +269	+11%	+$58.1K	0.41%	59
2024 Q4	$507K	Sell	2,397 -2,487	-51%	-$539K	0.37%	60
2024 Q3	$1.07M	Sell	4,884 -226	-4%	-$48K	0.68%	41
2024 Q2	$1.04M	Sell	5,110 -103	-2%	-$20.9K	0.61%	44
2024 Q1	$1.06M	Buy	+5,213	New	+$1.02M	0.66%	41
2023 Q4	–	Sell	-6,589	Closed	-$1.2M	–	174
2023 Q3	$1.2M	Buy	6,589 +144	+2%	+$27.8K	0.87%	29
2023 Q2	$1.25M	Buy	6,445 +342	+6%	+$66.8K	0.95%	27
2023 Q1	$1.18M	Buy	6,103 +327	+6%	+$62K	0.93%	25
2022 Q4	$1.11M	Buy	+5,776	New	+$1.09M	0.89%	29
2022 Q2	–	Sell	-5,394	Closed	-$1.06M	–	157
2022 Q1	$1.06M	Buy	5,394 +1,411	+35%	+$275K	0.69%	40
2021 Q4	$796K	Buy	3,983 +263	+7%	+$49.6K	0.47%	56
2021 Q3	$667K	Sell	3,720 -255	-6%	-$47.2K	0.42%	71
2021 Q2	$725K	Sell	3,975 -435	-10%	-$79.5K	0.41%	70
2021 Q1	$786K	Sell	4,410 -912	-17%	-$156K	0.46%	61
2020 Q4	$926K	Buy	+5,322	New	+$903K	0.6%	52

Other funds holding VDC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Woodward Diversified Capital's VDC Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Vanguard Consumer Staples ETF (VDC) stake by 11% in Q2 2026, selling an estimated $135K and leaving 4,627 shares worth $1.04M. The position accounts for 0.46% of the portfolio, ranked #48.

Woodward Diversified Capital first reported a position in VDC in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.25M in Q2 2023. 300 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Woodward Diversified Capital held 4,627 shares of Vanguard Consumer Staples ETF worth $1.04M as of Q2 2026.
Woodward Diversified Capital sold 592 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $135K.
Vanguard Consumer Staples ETF made up 0.46% of Woodward Diversified Capital's portfolio in Q2 2026, its #48 holding.
Woodward Diversified Capital first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 20 quarters since.
Woodward Diversified Capital's Vanguard Consumer Staples ETF position peaked at $1.25M in Q2 2023.
300 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.