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Evolution Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Evolution Wealth Advisors’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 		$285K Sell
1,268
-150
-11% -$34.4K 0.03% 143
2025
Q4 		$300K Sell
1,418
-238
-14% -$50.6K 0.03% 135
2025
Q3 		$354K Sell
1,656
-90
-5% -$19.7K 0.05% 120
2025
Q2 		$382K Hold
1,746
– – 0.06% 114
2025
Q1 		$382K Buy
1,746
+600
+52% +$130K 0.06% 102
2024
Q4 		$242K Hold
1,146
– – 0.04% 124
2024
Q3 		$250K Sell
1,146
-60
-5% -$12.7K 0.05% 114
2024
Q2 		$245K Hold
1,206
– – 0.05% 120
2024
Q1 		$246K Hold
1,206
– – 0.05% 113
2023
Q4 		$230K Buy
+1,206
New +$221K 0.05% 112
2023
Q3 		– Sell
-1,391
Closed -$270K – 123
2023
Q2 		$270K Sell
1,391
-130
-9% -$25.4K 0.06% 97
2023
Q1 		$294K Sell
1,521
-20
-1% -$3.79K 0.07% 95
2022
Q4 		$295K Hold
1,541
– – 0.07% 98
2022
Q3 		$265K Buy
1,541
+441
+40% +$83.3K 0.07% 92
2022
Q2 		$204K Sell
1,100
-35
-3% -$6.77K 0.05% 103
2022
Q1 		$222K Hold
1,135
– – 0.05% 106
2021
Q4 		$227 Hold
1,135
– – 0.03% 119
2021
Q3 		$203K Sell
1,135
-5
-0.4% -$926 0.04% 111
2021
Q2 		$208K Buy
1,140
+400
+54% +$73.1K 0.04% 117
2021
Q1 		$132K Hold
740
– – 0.03% 135
2020
Q4 		$129K Sell
740
-1,870
-72% -$317K 0.03% 124
2020
Q3 		$426K Sell
2,610
-6,740
-72% -$1.09M 0.12% 67
2020
Q2 		$1.4M Hold
9,350
– – 0.46% 39
2020
Q1 		$1.29M Sell
9,350
-1,030
-10% -$159K 0.52% 34
2019
Q4 		$1.67M Sell
10,380
-40
-0.4% -$6.28K 0.42% 32
2019
Q3 		$1.63M Hold
10,420
– – 0.78% 15
2019
Q2 		$1.55M Buy
10,420
+875
+9% +$129K 0.67% 20
2019
Q1 		$1.39M Hold
9,545
– – 0.64% 28
2018
Q4 		$1.25M Buy
+9,545
New +$1.34M 0.57% 40

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

Evolution Wealth Advisors's VDC Position: Q1 2026 in Review

Evolution Wealth Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 11% in Q1 2026, selling an estimated $34.4K and leaving 1,268 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #143.

Evolution Wealth Advisors first reported a position in VDC in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.67M in Q4 2019. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Evolution Wealth Advisors held 1,268 shares of Vanguard Consumer Staples ETF worth $285K as of Q1 2026.
  • Evolution Wealth Advisors sold 150 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $34.4K.
  • Vanguard Consumer Staples ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #143 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2018 and has held it in 29 quarters since.
  • Evolution Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $1.67M in Q4 2019.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.