IWM
VDC icon

IHT Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

IHT Wealth Management’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
2025
Q4 		– Sell
-963
Closed -$206K – 1262
2025
Q3 		$206K Buy
963
+47
+5% +$10.3K 0.01% 1116
2025
Q2 		$201K Buy
916
+1
+0.1% +$219 0.01% 1097
2025
Q1 		$200K Sell
915
-184
-17% -$39.8K 0.01% 1041
2024
Q4 		$232K Sell
1,099
-894
-45% -$194K 0.01% 961
2024
Q3 		$435K Buy
1,993
+1,007
+102% +$214K 0.01% 764
2024
Q2 		$200K Sell
986
-508
-34% -$103K 0.01% 960
2024
Q1 		$305K Sell
1,494
-384
-20% -$75.4K 0.01% 798
2023
Q4 		$359K Buy
1,878
+586
+45% +$108K 0.02% 700
2023
Q3 		$236K Sell
1,292
-221
-15% -$42.6K 0.01% 822
2023
Q2 		$294K Sell
1,513
-1,180
-44% -$231K 0.02% 736
2023
Q1 		$521K Buy
2,693
+806
+43% +$153K 0.03% 485
2022
Q4 		$362K Sell
1,887
-414
-18% -$77.8K 0.02% 591
2022
Q3 		$395K Buy
+2,301
New +$434K 0.03% 528
2018
Q2 		– Sell
-275
Closed -$37K – 1328
2018
Q1 		$37K Sell
275
-31
-10% -$4.39K 0.01% 776
2017
Q4 		$45K Hold
306
– – 0.01% 733
2017
Q3 		$42K Buy
306
+247
+419% +$34.8K 0.02% 568
2017
Q2 		$2 Hold
59
– – ﹤0.01% 1250
2017
Q1 		$8K Sell
59
-352
-86% -$48.8K 0.01% 897
2016
Q4 		$55K Buy
+411
New +$54.9K 0.04% 378

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

IHT Wealth Management's VDC Position: Q4 2025 in Review

IHT Wealth Management sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2025, closing a stake of 963 shares — an estimated $206K sold.

IHT Wealth Management first reported a position in VDC in Q4 2016 and held it in 19 quarters. The position peaked at $521K in Q1 2023. 632 funds tracked by Wall St. Rank hold VDC as of Q4 2025.

  • IHT Wealth Management reported no remaining Vanguard Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 963 Vanguard Consumer Staples ETF shares in Q4 2025, an estimated $206K.
  • IHT Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2016 and held it in 19 quarters.
  • IHT Wealth Management's Vanguard Consumer Staples ETF position peaked at $521K in Q1 2023.
  • 632 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.