Glass Jacobson Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Glass Jacobson Investment 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	$370K	Buy	1,647 +110	+7%	+$25.2K	0.13%	140
2025 Q4	$325K	Buy	1,537 +165	+12%	+$35.1K	0.12%	147
2025 Q3	$293K	Buy	1,372 +251	+22%	+$55K	0.11%	155
2025 Q2	$245K	Buy	1,121 +229	+26%	+$50.2K	0.09%	169
2025 Q1	$188K	Hold	892	–	–	0.06%	235
2024 Q4	$188K	Buy	892 +25	+3%	+$5.42K	0.06%	235
2024 Q3	$190K	Buy	867 +47	+6%	+$9.97K	0.06%	226
2024 Q2	$167K	Buy	820 +27	+3%	+$5.48K	0.06%	232
2024 Q1	$162K	Buy	793 +6	+0.8%	+$1.18K	0.06%	231
2023 Q4	$150K	Buy	787 +143	+22%	+$26.2K	0.06%	230
2023 Q3	$118K	Hold	644	–	–	0.05%	242
2023 Q2	$125K	Buy	+644	New	+$126K	0.06%	235
2022 Q4	$54.8K	Buy	+286	New	+$53.8K	0.03%	335

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Glass Jacobson Investment Advisors's VDC Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 7.2% in Q1 2026, buying an estimated $25.2K and bringing the position to 1,647 shares worth $370K. The position accounts for 0.13% of the portfolio, ranked #140.

Glass Jacobson Investment Advisors first reported a position in VDC in Q4 2022 and has held it in 13 quarters since. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Glass Jacobson Investment Advisors held 1,647 shares of Vanguard Consumer Staples ETF worth $370K as of Q1 2026.
Glass Jacobson Investment Advisors bought 110 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $25.2K.
Vanguard Consumer Staples ETF made up 0.13% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #140 holding.
Glass Jacobson Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and has held it in 13 quarters since.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.