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Elwood & Goetz Wealth Advisory Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q1 		– Sell
-1,437
Closed -$304K – 145
2025
Q4 		$304K Sell
1,437
-96
-6% -$20.4K 0.05% 102
2025
Q3 		$328K Sell
1,533
-164
-10% -$35.9K 0.06% 88
2025
Q2 		$372K Sell
1,697
-28
-2% -$6.14K 0.08% 74
2025
Q1 		$378K Sell
1,725
-136
-7% -$29.4K 0.09% 62
2024
Q4 		$393K Sell
1,861
-229
-11% -$49.6K 0.1% 64
2024
Q3 		$457K Sell
2,090
-882
-30% -$187K 0.11% 58
2024
Q2 		$603K Sell
2,972
-58,811
-95% -$11.9M 0.17% 39
2024
Q1 		$12.6M Sell
61,783
-57,805
-48% -$11.4M 3.06% 11
2023
Q4 		$22.8M Buy
119,588
+5,955
+5% +$1.09M 4.83% 8
2023
Q3 		$20.8M Sell
113,633
-2,269
-2% -$438K 4.81% 7
2023
Q2 		$22.5M Buy
115,902
+1,362
+1% +$266K 5.14% 8
2023
Q1 		$22.2M Buy
114,540
+9,019
+9% +$1.71M 5.29% 7
2022
Q4 		$20.2M Buy
105,521
+5,898
+6% +$1.11M 6.16% 6
2022
Q3 		$17.1M Buy
99,623
+698
+0.7% +$132K 5.78% 6
2022
Q2 		$18.3M Sell
98,925
-21,545
-18% -$4.17M 6.13% 6
2022
Q1 		$23.6M Buy
120,470
+2,480
+2% +$483K 7.32% 6
2021
Q4 		$23.6M Buy
117,990
+3,210
+3% +$605K 7.34% 7
2021
Q3 		$20.6M Buy
+114,780
New +$21.2M 7.1% 7

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VDC Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 1,437 shares — an estimated $304K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in VDC in Q3 2021 and held it in 18 quarters. The position peaked at $23.6M in Q1 2022. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,437 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $304K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Consumer Staples ETF in Q3 2021 and held it in 18 quarters.
  • Elwood & Goetz Wealth Advisory Group's Vanguard Consumer Staples ETF position peaked at $23.6M in Q1 2022.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.