Summit Investment Advisors, Inc.\KS’s Vanguard Consumer Staples ETF VDC Stock Holding History

Summit Investment Advisors, Inc.\KS’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 Q3	$5.43M	Buy	24,902 +4,184	+20%	+$956K	2.46%	10
2026 Q2	$4.67M	Buy	20,718 +3,952	+24%	+$901K	2.14%	11
2026 Q1	$3.77M	Buy	16,766 +1,835	+12%	+$420K	1.91%	15
2025 Q4	$3.15M	Buy	+14,931	New	+$3.18M	1.69%	15

Other funds holding VDC

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's VDC Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Vanguard Consumer Staples ETF (VDC) stake by 20% in Q3 2026, buying an estimated $956K and bringing the position to 24,902 shares worth $5.43M. The position accounts for 2.46% of the portfolio, ranked #10.

Summit Investment Advisors, Inc.\KS first reported a position in VDC in Q4 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 24,902 shares of Vanguard Consumer Staples ETF worth $5.43M as of Q3 2026.
Summit Investment Advisors, Inc.\KS bought 4,184 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $956K.
Vanguard Consumer Staples ETF made up 2.46% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #10 holding.
Summit Investment Advisors, Inc.\KS first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and has held it in 4 quarters since.
356 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.