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Independent Financial Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Independent Financial 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 		$1.96M Buy
8,702
+354
+4% +$80.7K 0.04% 461
2026
Q1 		$1.87M Buy
8,348
+145
+2% +$33.2K 0.04% 417
2025
Q4 		$1.73M Sell
8,203
-383
-4% -$81.5K 0.04% 433
2025
Q3 		$1.84M Buy
8,586
+649
+8% +$142K 0.04% 410
2025
Q2 		$1.74M Buy
7,937
+790
+11% +$173K 0.05% 384
2025
Q1 		$1.56M Sell
7,147
-2,304
-24% -$498K 0.05% 353
2024
Q4 		$2M Buy
9,451
+73
+0.8% +$15.8K 0.07% 296
2024
Q3 		$2.05M Buy
9,378
+2,416
+35% +$513K 0.08% 260
2024
Q2 		$1.41M Buy
6,962
+308
+5% +$62.6K 0.06% 315
2024
Q1 		$1.36M Sell
6,654
-110
-2% -$21.6K 0.06% 312
2023
Q4 		$1.29M Sell
6,764
-185
-3% -$33.9K 0.07% 296
2023
Q3 		$1.27M Buy
6,949
+18
+0.3% +$3.47K 0.08% 270
2023
Q2 		$1.35M Buy
6,931
+2,257
+48% +$441K 0.09% 242
2023
Q1 		$905K Buy
4,674
+230
+5% +$43.6K 0.07% 298
2022
Q4 		$851K Buy
4,444
+57
+1% +$10.7K 0.07% 279
2022
Q3 		$754K Buy
4,387
+1,091
+33% +$206K 0.07% 293
2022
Q2 		$611K Buy
3,296
+311
+10% +$60.1K 0.07% 323
2022
Q1 		$585K Buy
2,985
+95
+3% +$18.5K 0.05% 380
2021
Q4 		$578K Buy
2,890
+30
+1% +$5.65K 0.05% 383
2021
Q3 		$513K Sell
2,860
-265
-8% -$49.1K 0.05% 355
2021
Q2 		$570K Buy
3,125
+110
+4% +$20.1K 0.06% 335
2021
Q1 		$537K Buy
3,015
+250
+9% +$42.9K 0.07% 318
2020
Q4 		$481K Sell
2,765
-80
-3% -$13.6K 0.07% 316
2020
Q3 		$465K Buy
2,845
+38
+1% +$6.12K 0.09% 255
2020
Q2 		$420K Sell
2,807
-88
-3% -$13K 0.09% 248
2020
Q1 		$399K Buy
+2,895
New +$446K 0.12% 208

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Independent Financial Group's VDC Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Consumer Staples ETF (VDC) stake by 4.2% in Q2 2026, buying an estimated $80.7K and bringing the position to 8,702 shares worth $1.96M. The position accounts for 0.04% of the portfolio, ranked #461.

Independent Financial Group first reported a position in VDC in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.05M in Q3 2024. 660 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Independent Financial Group held 8,702 shares of Vanguard Consumer Staples ETF worth $1.96M as of Q2 2026.
  • Independent Financial Group bought 354 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $80.7K.
  • Vanguard Consumer Staples ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #461 holding.
  • Independent Financial Group first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Vanguard Consumer Staples ETF position peaked at $2.05M in Q3 2024.
  • 660 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.