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

CBIZ 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	$57.5K	Hold	256	–	–	﹤0.01%	81
2026 Q1	$57.5K	Hold	256	–	–	﹤0.01%	81
2025 Q4	$54.1K	Hold	256	–	–	﹤0.01%	131
2025 Q3	$54.7K	Buy	256 +1	+0.4%	+$219	﹤0.01%	120
2025 Q2	$55.8K	Buy	255 +2	+0.8%	+$438	﹤0.01%	122
2025 Q1	$55.4K	Buy	253 +1	+0.4%	+$216	﹤0.01%	109
2024 Q4	$53.2K	Buy	252 +3	+1%	+$650	﹤0.01%	105
2024 Q3	$54.7K	Buy	+249	New	+$52.8K	﹤0.01%	100

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

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

CBIZ Investment Advisory Services held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 256 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #81.

CBIZ Investment Advisory Services first reported a position in VDC in Q3 2024 and has held it in 8 quarters since. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

CBIZ Investment Advisory Services held 256 shares of Vanguard Consumer Staples ETF worth $57.5K as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #81 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and has held it in 8 quarters since.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.