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Elevation Wealth Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Elevation Wealth Partners’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 		$23.4K Buy
107
+1
+0.9% +$229 0.01% 629
2026
Q2 		$24K Hold
106
– – 0.01% 527
2026
Q1 		$23.8K Buy
106
+1
+1% +$229 0.01% 347
2025
Q4 		$22.3K Hold
105
– – 0.01% 344
2025
Q3 		$22.4K Buy
105
+1
+1% +$219 0.01% 319
2025
Q2 		$22.8K Hold
104
– – 0.01% 310
2025
Q1 		$22.7K Buy
104
+1
+1% +$216 0.01% 304
2024
Q4 		$21.8K Buy
103
+1
+1% +$217 0.01% 303
2024
Q3 		$22.3K Hold
102
– – 0.01% 289
2024
Q2 		$20.7K Hold
102
– – 0.01% 288
2024
Q1 		$20.8K Hold
102
– – 0.01% 294
2023
Q4 		$18.6K Hold
102
– – 0.01% 289
2023
Q3 		$18.6K Hold
102
– – 0.02% 213
2023
Q2 		$19.8K Hold
102
– – 0.02% 213
2023
Q1 		$19.7K Buy
+102
New +$19.3K 0.02% 220

Other funds holding VDC

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Elevation Wealth Partners's VDC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Vanguard Consumer Staples ETF (VDC) stake by 0.94% in Q3 2026, buying an estimated $229 and bringing the position to 107 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #629.

Elevation Wealth Partners first reported a position in VDC in Q1 2023 and has held it in 15 quarters since. The position peaked at $24K in Q2 2026. 22 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • Elevation Wealth Partners held 107 shares of Vanguard Consumer Staples ETF worth $23.4K as of Q3 2026.
  • Elevation Wealth Partners bought 1 Vanguard Consumer Staples ETF share in Q3 2026, an estimated $229.
  • Vanguard Consumer Staples ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #629 holding.
  • Elevation Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Vanguard Consumer Staples ETF position peaked at $24K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.