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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBIZ Investment Advisory Services's VDC Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 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 7 quarters since. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

CBIZ Investment Advisory Services held 256 shares of Vanguard Consumer Staples ETF worth $57.5K as of Q1 2026.
CBIZ Investment Advisory Services left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
Vanguard Consumer Staples ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 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 7 quarters since.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.