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

Insigneo 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 Q1	–	Sell	-1,080	Closed	-$228K	–	823
2025 Q4	$228K	Buy	+1,080	New	+$230K	0.02%	609
2025 Q2	–	Sell	-1,030	Closed	-$225K	–	699
2025 Q1	$225K	Hold	1,030	–	–	0.02%	487
2024 Q4	$218K	Buy	+1,030	New	+$223K	0.02%	505

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 $374B AUM 17.66% 1-Year Est. Return

Insigneo Advisory Services's VDC Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 1,080 shares — an estimated $228K sold.

Insigneo Advisory Services first reported a position in VDC in Q4 2024 and held it in 3 quarters. The position peaked at $228K in Q4 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Insigneo Advisory Services reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 1,080 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $228K.
Insigneo Advisory Services first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and held it in 3 quarters.
Insigneo Advisory Services's Vanguard Consumer Staples ETF position peaked at $228K in Q4 2025.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.