CVA Family Office’s Vanguard Consumer Staples ETF VDC Stock Holding History

CVA Family Office’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	$1.08M	Sell	4,782 -780	-14%	-$178K	0.1%	113
2026 Q1	$1.25M	Hold	5,562	–	–	0.13%	98
2025 Q4	$1.17M	Hold	5,562	–	–	0.14%	94
2025 Q3	$1.19M	Sell	5,562 -128	-2%	-$28.1K	0.15%	95
2025 Q2	$1.25M	Sell	5,690 -53	-0.9%	-$11.6K	0.18%	89
2025 Q1	$1.26M	Hold	5,743	–	–	0.19%	84
2024 Q4	$1.21M	Sell	5,743 -10	-0.2%	-$2.17K	0.19%	82
2024 Q3	$1.26M	Sell	5,753 -120	-2%	-$25.5K	0.2%	77
2024 Q2	$1.19M	Hold	5,873	–	–	0.21%	74
2024 Q1	$1.2M	Hold	5,873	–	–	0.21%	77
2023 Q4	$1.12M	Sell	5,873 -28	-0.5%	-$5.14K	0.22%	78
2023 Q3	$1.08M	Sell	5,901 -15	-0.3%	-$2.89K	0.25%	75
2023 Q2	$1.15M	Buy	5,916 +378	+7%	+$73.9K	0.24%	71
2023 Q1	$1.07M	Buy	5,538 +90	+2%	+$17.1K	0.24%	69
2022 Q4	$1.04M	Buy	5,448 +2,188	+67%	+$411K	0.25%	66
2022 Q3	$560K	Buy	3,260 +1,965	+152%	+$371K	0.15%	101
2022 Q2	$240K	Buy	+1,295	New	+$250K	0.07%	151

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

CVA Family Office's VDC Position: Q2 2026 in Review

CVA Family Office reduced its Vanguard Consumer Staples ETF (VDC) stake by 14% in Q2 2026, selling an estimated $178K and leaving 4,782 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #113.

CVA Family Office first reported a position in VDC in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q3 2024. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

CVA Family Office held 4,782 shares of Vanguard Consumer Staples ETF worth $1.08M as of Q2 2026.
CVA Family Office sold 780 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $178K.
Vanguard Consumer Staples ETF made up 0.1% of CVA Family Office's portfolio in Q2 2026, its #113 holding.
CVA Family Office first reported a position in Vanguard Consumer Staples ETF in Q2 2022 and has held it in 17 quarters since.
CVA Family Office's Vanguard Consumer Staples ETF position peaked at $1.26M in Q3 2024.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.