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

Capital Investment 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
2026 Q2	$47.5K	Sell	211 -54	-20%	-$12.3K	﹤0.01%	964
2026 Q1	$59.5K	Sell	265 -3	-1%	-$687	﹤0.01%	831
2025 Q4	$56.6K	Buy	268 +3	+1%	+$638	﹤0.01%	804
2025 Q3	$56.6K	Hold	265	–	–	﹤0.01%	757
2025 Q2	$58K	Hold	265	–	–	﹤0.01%	732
2025 Q1	$58K	Sell	265 -17	-6%	-$3.67K	0.01%	689
2024 Q4	$59.6K	Hold	282	–	–	0.01%	635
2024 Q3	$61.6K	Hold	282	–	–	0.01%	651
2024 Q2	$57.3K	Buy	282 +136	+93%	+$27.6K	0.01%	642
2024 Q1	$29.8K	Sell	146 -86	-37%	-$16.9K	﹤0.01%	720
2023 Q4	$44.3K	Buy	+232	New	+$42.6K	﹤0.01%	682
2022 Q3	–	Sell	-24	Closed	-$4K	–	855
2022 Q2	$4K	Hold	24	–	–	﹤0.01%	776
2022 Q1	$5K	Hold	24	–	–	﹤0.01%	782
2021 Q4	$5K	Buy	+24	New	+$4.52K	﹤0.01%	771
2019 Q1	–	Sell	-197	Closed	-$26K	–	1280
2018 Q4	$26K	Buy	+197	New	+$27.6K	0.01%	590

Other funds holding VDC

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Capital Investment Advisory Services's VDC Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Vanguard Consumer Staples ETF (VDC) stake by 20% in Q2 2026, selling an estimated $12.3K and leaving 211 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Capital Investment Advisory Services first reported a position in VDC in Q4 2018 and has held it in 15 quarters since. The position peaked at $61.6K in Q3 2024. 160 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Capital Investment Advisory Services held 211 shares of Vanguard Consumer Staples ETF worth $47.5K as of Q2 2026.
Capital Investment Advisory Services sold 54 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $12.3K.
Vanguard Consumer Staples ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #964 holding.
Capital Investment Advisory Services first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and has held it in 15 quarters since.
Capital Investment Advisory Services's Vanguard Consumer Staples ETF position peaked at $61.6K in Q3 2024.
160 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.