Choate Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Choate Investment Advisors’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	$789K	Hold	3,500	–	–	0.01%	267
2026 Q1	$786K	Hold	3,500	–	–	0.02%	258
2025 Q4	$739K	Hold	3,500	–	–	0.01%	260
2025 Q3	$748K	Hold	3,500	–	–	0.02%	238
2025 Q2	$767K	Hold	3,500	–	–	0.02%	224
2025 Q1	$766K	Sell	3,500 -521	-13%	-$113K	0.02%	214
2024 Q4	$850K	Sell	4,021 -479	-11%	-$104K	0.02%	209
2024 Q3	$983K	Hold	4,500	–	–	0.03%	200
2024 Q2	$914K	Buy	4,500 +1,000	+29%	+$203K	0.02%	198
2024 Q1	$714K	Buy	+3,500	New	+$687K	0.02%	235

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

Choate Investment Advisors's VDC Position: Q2 2026 in Review

Choate Investment Advisors held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 3,500 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #267.

Choate Investment Advisors first reported a position in VDC in Q1 2024 and has held it in 10 quarters since. The position peaked at $983K in Q3 2024. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Choate Investment Advisors held 3,500 shares of Vanguard Consumer Staples ETF worth $789K as of Q2 2026.
Choate Investment Advisors left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #267 holding.
Choate Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2024 and has held it in 10 quarters since.
Choate Investment Advisors's Vanguard Consumer Staples ETF position peaked at $983K in Q3 2024.
665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.