Great Valley Advisor Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Great Valley Advisor 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 Q2	$1.1M	Sell	4,860 -265	-5%	-$60.4K	0.02%	528
2026 Q1	$1.15M	Buy	5,125 +3,662	+250%	+$839K	0.02%	486
2025 Q4	$309K	Buy	+1,463	New	+$311K	0.01%	772
2025 Q3	–	Sell	-1,323	Closed	-$290K	–	957
2025 Q2	$290K	Buy	+1,323	New	+$290K	0.01%	749
2024 Q4	–	Sell	-933	Closed	-$204K	–	879
2024 Q3	$204K	Buy	+933	New	+$198K	0.01%	800
2023 Q4	–	Sell	-1,185	Closed	-$216K	–	760
2023 Q3	$216K	Buy	1,185 +43	+4%	+$8.3K	0.01%	614
2023 Q2	$222K	Sell	1,142 -50	-4%	-$9.77K	0.01%	637
2023 Q1	$231K	Buy	+1,192	New	+$226K	0.01%	619

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Great Valley Advisor Group's VDC Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Vanguard Consumer Staples ETF (VDC) stake by 5.2% in Q2 2026, selling an estimated $60.4K and leaving 4,860 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #528.

Great Valley Advisor Group first reported a position in VDC in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.15M in Q1 2026. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Great Valley Advisor Group held 4,860 shares of Vanguard Consumer Staples ETF worth $1.1M as of Q2 2026.
Great Valley Advisor Group sold 265 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $60.4K.
Vanguard Consumer Staples ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #528 holding.
Great Valley Advisor Group first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and has held it in 8 quarters since.
Great Valley Advisor Group's Vanguard Consumer Staples ETF position peaked at $1.15M in Q1 2026.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.