Independent Advisor Alliance’s Vanguard Consumer Staples ETF VDC Stock Holding History

Independent Advisor Alliance’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	–	Sell	-41,754	Closed	-$9.38M	–	1604
2026 Q1	$9.38M	Buy	+41,754	New	+$9.56M	0.1%	181
2025 Q1	–	Sell	-34,429	Closed	-$7.28M	–	1337
2024 Q4	$7.28M	Buy	+34,429	New	+$7.46M	0.1%	202
2020 Q1	–	Sell	-3,321	Closed	-$535K	–	837
2019 Q4	$535K	Buy	+3,321	New	+$521K	0.02%	514

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

Independent Advisor Alliance's VDC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2026, closing a stake of 41,754 shares — an estimated $9.38M sold.

Independent Advisor Alliance first reported a position in VDC in Q4 2019 and held it in 3 quarters. The position peaked at $9.38M in Q1 2026. 661 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 41,754 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $9.38M.
Independent Advisor Alliance first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Vanguard Consumer Staples ETF position peaked at $9.38M in Q1 2026.
661 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.