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Avantax Advisory Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$5.35M Sell
24,449
-769
-3% -$169K 0.03% 432
2025
Q1 		$5.52M Buy
25,218
+99
+0.4% +$21.4K 0.03% 391
2024
Q4 		$5.31M Sell
25,119
-18,110
-42% -$3.92M 0.03% 377
2024
Q3 		$9.44M Buy
43,229
+431
+1% +$91.4K 0.06% 229
2024
Q2 		$8.69M Sell
42,798
-1,614
-4% -$328K 0.06% 232
2024
Q1 		$9.07M Buy
44,412
+9,362
+27% +$1.84M 0.08% 193
2023
Q4 		$6.69M Sell
35,050
-13,348
-28% -$2.45M 0.07% 225
2023
Q3 		$8.84M Buy
48,398
+4,122
+9% +$795K 0.1% 162
2023
Q2 		$8.61M Sell
44,276
-1,498
-3% -$293K 0.1% 165
2023
Q1 		$8.86M Buy
45,774
+1,966
+4% +$373K 0.11% 147
2022
Q4 		$8.39M Buy
43,808
+4,863
+12% +$914K 0.11% 152
2022
Q3 		$6.69M Buy
38,945
+814
+2% +$154K 0.1% 158
2022
Q2 		$7.07M Buy
38,131
+4,112
+12% +$795K 0.11% 149
2022
Q1 		$6.68M Buy
34,019
+1,799
+6% +$350K 0.09% 157
2021
Q4 		$6.44M Buy
32,220
+1,150
+4% +$217K 0.1% 158
2021
Q3 		$5.57M Buy
31,070
+2,328
+8% +$431K 0.09% 162
2021
Q2 		$5.25M Buy
28,742
+3,727
+15% +$681K 0.1% 167
2021
Q1 		$4.46M Sell
25,015
-29,018
-54% -$4.98M 0.1% 169
2020
Q4 		$9.4M Buy
54,033
+16,191
+43% +$2.75M 0.22% 77
2020
Q3 		$6.17M Buy
37,842
+14,501
+62% +$2.34M 0.1% 176
2020
Q2 		$3.49M Buy
23,341
+1,464
+7% +$217K 0.1% 147
2020
Q1 		$3.02M Buy
21,877
+12,756
+140% +$1.97M 0.09% 149
2019
Q4 		$1.47M Buy
9,121
+705
+8% +$111K 0.03% 266
2019
Q3 		$1.32M Buy
8,416
+54
+0.6% +$8.3K 0.05% 178
2019
Q2 		$1.24M Sell
8,362
-675
-7% -$99.4K 0.05% 164
2019
Q1 		$1.31M Buy
9,037
+2,169
+32% +$301K 0.07% 148
2018
Q4 		$904K Buy
+6,868
New +$962K 0.15% 141

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's VDC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Consumer Staples ETF (VDC) stake by 3% in Q2 2025, selling an estimated $169K and leaving 24,449 shares worth $5.35M. The position accounts for 0.03% of the portfolio, ranked #432.

Avantax Advisory Services first reported a position in VDC in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.44M in Q3 2024. 629 funds tracked by Wall St. Rank hold VDC as of Q2 2025.

  • Avantax Advisory Services held 24,449 shares of Vanguard Consumer Staples ETF worth $5.35M as of Q2 2025.
  • Avantax Advisory Services sold 769 Vanguard Consumer Staples ETF shares in Q2 2025, an estimated $169K.
  • Vanguard Consumer Staples ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #432 holding.
  • Avantax Advisory Services first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Vanguard Consumer Staples ETF position peaked at $9.44M in Q3 2024.
  • 629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.