IMA Advisory Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

IMA Advisory Services’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	$267K	Buy	+1,182	New	+$269K	0.02%	292

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

IMA Advisory Services's VDC Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 1,182 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings.

660 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

IMA Advisory Services held 1,182 shares of Vanguard Consumer Staples ETF worth $267K as of Q2 2026.
Vanguard Consumer Staples ETF was a new IMA Advisory Services position in Q2 2026.
Vanguard Consumer Staples ETF made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #292 holding.
660 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.