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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Elevation Wealth Partners's VDC Position: Q2 2026 in Review

Elevation Wealth Partners held its Vanguard Consumer Staples ETF (VDC) position steady in Q2 2026 at 106 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #527.

Elevation Wealth Partners first reported a position in VDC in Q1 2023 and has held it in 14 quarters since. 260 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Elevation Wealth Partners held 106 shares of Vanguard Consumer Staples ETF worth $24K as of Q2 2026.
Elevation Wealth Partners left its Vanguard Consumer Staples ETF share count unchanged in Q2 2026.
Vanguard Consumer Staples ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #527 holding.
Elevation Wealth Partners first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and has held it in 14 quarters since.
260 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.