Who owns VANGUARD CONSUMER STAPLES INDEX FUND (VDC)
Which tracked institutional funds hold VDC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VDC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
62 tracked funds added or opened VDC while 63 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VDC’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes VDC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VDC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 631 tracked filers holding VDC, 281 increased or opened the position and 295 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VDC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- Horizon Investments, LLC$4M
- NewEdge Advisors, LLC$4M
- Royal Fund Management, LLC$4M
- Empowered Funds, LLC$3M
- Simplicity Wealth,LLC$2M
- CITADEL ADVISORS LLC$2M
Full exits 24
- Cambridge Investment Research Advisors, Inc.$27M
- Janney Montgomery Scott LLC$11M
- Independent Advisor Alliance$9M
- McIlrath & Eck, LLC$9M
- Kinloch Capital, LLC$7M
- HighTower Advisors, LLC$6M
Largest adds
- BANK OF AMERICA CORP /DE/$30M
- Banque Transatlantique SA$16M
- Foundations Investment Advisors, LLC$15M
- Ameritas Advisory Services, LLC$11M
- ROYAL BANK OF CANADA$7M
- Empower Advisory Group, LLC$7M
Largest trims
- Beacon Capital Management, Inc.$11M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- US BANCORP \DE\$5M
- Richmond Brothers, Inc.$4M
- Cerity Partners LLC$4M
- WELLS FARGO & COMPANY/MN$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 4,450,098 | $1.0B | 34.4% | 2026-Q2 |
| LPL Financial LLC added | 914,183 | $206M | 7.1% | 2026-Q2 |
| MORGAN STANLEY added | 621,633 | $140M | 4.8% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 496,263 | $112M | 3.8% | 2026-Q2 |
| Compass Financial Group, INC/SD trimmed | 440,884 | $99M | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 391,371 | $88M | 3.0% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 369,724 | $83M | 2.9% | 2026-Q2 |
| UBS Group AG added | 326,457 | $74M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 274,055 | $62M | 2.1% | 2026-Q2 |
| Empower Advisory Group, LLC added | 270,255 | $61M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 246,022 | $55M | 1.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 230,760 | $52M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 198,097 | $45M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 176,857 | $40M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 156,697 | $35M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 156,076 | $35M | 1.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 140,086 | $32M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 137,333 | $31M | 1.1% | 2026-Q2 |
| Banque Transatlantique SA added | 136,718 | $18M | 0.6% | 2026-Q2 |
| Cerity Partners LLC trimmed | 108,434 | $24M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 107,763 | $24M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 102,314 | $23M | 0.8% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 84,745 | $19M | 0.7% | 2026-Q2 |
| Blankinship & Foster, LLC added | 82,532 | $19M | 0.6% | 2026-Q2 |
| Lido Advisors, LLC added | 81,934 | $18M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 80,183 | $18M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 79,106 | $18M | 0.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 70,799 | $16M | 0.5% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed | 67,651 | $15M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 63,874 | $14M | 0.5% | 2026-Q2 |
| Marotta Asset Management trimmed | 62,451 | $14M | 0.5% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 61,849 | $14M | 0.5% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC added | 57,921 | $13M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 49,952 | $11M | 0.4% | 2026-Q2 |
| SELDON CAPITAL LP | 47,593 | $11M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 45,640 | $10M | 0.4% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC trimmed | 44,628 | $10M | 0.3% | 2026-Q2 |
| TrueWealth Financial Partners added | 44,159 | $10M | 0.3% | 2026-Q2 |
| CMH Wealth Management LLC added | 41,650 | $9M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 38,953 | $9M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 38,721 | $9M | 0.3% | 2026-Q2 |
| Weitzel Financial Services, Inc. trimmed | 38,249 | $9M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 37,081 | $8M | 0.3% | 2026-Q2 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV added | 36,451 | $8M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 35,045 | $8M | 0.3% | 2026-Q2 |
| Greenline Partners, LLC added | 32,958 | $7M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 32,569 | $7M | 0.3% | 2026-Q2 |
| M&T Bank Corp trimmed | 31,664 | $7M | 0.2% | 2026-Q2 |
| Mosley Wealth Management added | 31,315 | $7M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 30,866 | $7M | 0.2% | 2026-Q2 |
| REDSTONE WEALTH MANAGEMENT, LLC added | 30,477 | $7M | 0.2% | 2026-Q2 |
| FINANCIAL ADVISORY PARTNERS, LLC added | 30,289 | $7M | 0.2% | 2026-Q2 |
| Junk Investment Group, LLC added | 30,224 | $7M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 30,091 | $7M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC added | 28,721 | $6M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 28,705 | $6M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 28,419 | $6M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 27,726 | $6M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 27,437 | $6M | 0.2% | 2026-Q2 |
| Creative Planning added | 27,311 | $6M | 0.2% | 2026-Q2 |
| Hippocratic Financial Advisors, LLC added | 25,990 | $6M | 0.2% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 25,728 | $6M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 25,243 | $6M | 0.2% | 2026-Q2 |
| Rossby Financial, LCC trimmed | 25,075 | $6M | 0.2% | 2026-Q2 |
| WNY Asset Management, LLC added | 24,528 | $6M | 0.2% | 2026-Q2 |
| HC Advisors, LLC added | 24,283 | $5M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 24,107 | $5M | 0.2% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 24,092 | $5M | 0.2% | 2026-Q2 |
| Strengthening Families & Communities, LLC added | 23,706 | $5M | 0.2% | 2026-Q2 |
| SOUTHERN CAPITAL SERVICES INC /ADV added | 23,050 | $5M | 0.2% | 2026-Q2 |
| Madden Advisory Services, Inc. added | 23,035 | $5M | 0.2% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 23,022 | $5M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 22,554 | $5M | 0.2% | 2026-Q2 |
| FMR LLC added | 22,324 | $5M | 0.2% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL trimmed | 21,413 | $5M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 20,966 | $5M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 20,574 | $5M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 19,363 | $4M | 0.1% | 2026-Q2 |
| Sharper & Granite LLC trimmed | 19,042 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 18,884 | $4M | 0.1% | 2026-Q2 |
| Silver Coast Investments LLC added | 18,110 | $4M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 17,917 | $4M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 17,880 | $4M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC new | 17,703 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 17,343 | $4M | 0.1% | 2026-Q2 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT trimmed | 17,316 | $4M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 17,229 | $4M | 0.1% | 2026-Q2 |
| One Day In July LLC added | 17,058 | $4M | 0.1% | 2026-Q2 |
| Altura Wealth Advisors Inc. added | 16,970 | $4M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 16,304 | $4M | 0.1% | 2026-Q2 |
| BAILARD, INC. added | 15,949 | $4M | 0.1% | 2026-Q2 |
| Tranquilli Financial Advisor LLC trimmed | 15,824 | $4M | 0.1% | 2026-Q2 |
| Certified Advisory Corp added | 15,751 | $4M | 0.1% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 15,639 | $4M | 0.1% | 2026-Q2 |
| Royal Fund Management, LLC added | 15,568 | $4M | 0.1% | 2026-Q2 |
| Joule Financial, LLC trimmed | 15,287 | $3M | 0.1% | 2026-Q2 |
| Financial Perspectives, Inc added | 14,815 | $3M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 14,522 | $3M | 0.1% | 2026-Q2 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed | 14,435 | $3M | 0.1% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 14,233 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.