Independent Family Office’s Vanguard Consumer Staples ETF VDC Stock Holding History

Independent Family Office’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	$1.27M	Hold	5,640	–	–	0.52%	34
2025 Q4	$1.19M	Hold	5,640	–	–	0.5%	32
2025 Q3	$1.21M	Hold	5,640	–	–	0.51%	32
2025 Q2	$1.24M	Hold	5,640	–	–	0.57%	31
2025 Q1	$1.23M	Hold	5,640	–	–	0.65%	26
2024 Q4	$1.19M	Sell	5,640 -1,269	-18%	-$275K	0.62%	29
2024 Q3	$1.51M	Hold	6,909	–	–	0.76%	25
2024 Q2	$1.4M	Hold	6,909	–	–	0.8%	22
2024 Q1	$1.41M	Hold	6,909	–	–	0.76%	25
2023 Q4	$1.32M	Sell	6,909 -820	-11%	-$150K	0.75%	28
2023 Q3	$1.41M	Hold	7,729	–	–	0.88%	26
2023 Q2	$1.5M	Hold	7,729	–	–	0.91%	25
2023 Q1	$1.5M	Hold	7,729	–	–	0.86%	24
2022 Q4	$1.48M	Hold	7,729	–	–	0.89%	24
2022 Q3	$1.33M	Hold	7,729	–	–	0.65%	25
2022 Q2	$1.43K	Buy	7,729 +820	+12%	+$159K	0.71%	21
2022 Q1	$1.35M	Sell	6,909 -820	-11%	-$160K	0.44%	23
2021 Q4	$1.54M	Hold	7,729	–	–	0.58%	17
2021 Q3	$1.39M	Hold	7,729	–	–	0.57%	16
2021 Q2	$1.41M	Hold	7,729	–	–	0.55%	17
2021 Q1	$1.38M	Hold	7,729	–	–	0.54%	19
2020 Q4	$1.34M	Hold	7,729	–	–	0.56%	19
2020 Q3	$1.26M	Hold	7,729	–	–	0.6%	18
2020 Q2	$1.16M	Hold	7,729	–	–	0.6%	18
2020 Q1	$1.06M	Hold	7,729	–	–	0.66%	16
2019 Q4	$1.25M	Buy	+7,729	New	+$1.21M	0.78%	16

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 $424B AUM 22.94% 1-Year Est. Return

Independent Family Office's VDC Position: Q1 2026 in Review

Independent Family Office held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 5,640 shares worth $1.27M. The position accounts for 0.52% of the portfolio, ranked #34.

Independent Family Office first reported a position in VDC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.54M in Q4 2021. 629 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Independent Family Office held 5,640 shares of Vanguard Consumer Staples ETF worth $1.27M as of Q1 2026.
Independent Family Office left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
Vanguard Consumer Staples ETF made up 0.52% of Independent Family Office's portfolio in Q1 2026, its #34 holding.
Independent Family Office first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 26 quarters since.
Independent Family Office's Vanguard Consumer Staples ETF position peaked at $1.54M in Q4 2021.
629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.