Institute for Wealth Management’s Vanguard Consumer Staples ETF VDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.7K | Buy |
+105
| New | +$23.9K | ﹤0.01% | 1077 |
|
|
2025
Q3 | – | Sell |
-2,525
| Closed | -$553K | – | 606 |
|
|
2025
Q2 | $553K | Sell |
2,525
-269
| -10% | -$59K | 0.06% | 293 |
|
|
2025
Q1 | $611K | Sell |
2,794
-126
| -4% | -$27.2K | 0.08% | 257 |
|
|
2024
Q4 | $617K | Buy |
2,920
+71
| +2% | +$15.4K | 0.08% | 251 |
|
|
2024
Q3 | $622K | Buy |
2,849
+110
| +4% | +$23.3K | 0.08% | 253 |
|
|
2024
Q2 | $556K | Sell |
2,739
-276
| -9% | -$56.1K | 0.07% | 259 |
|
|
2024
Q1 | $615K | Buy |
3,015
+1,842
| +157% | +$362K | 0.08% | 248 |
|
|
2023
Q4 | $224K | Sell |
1,173
-124
| -10% | -$22.8K | 0.04% | 434 |
|
|
2023
Q3 | $237K | Sell |
1,297
-1,915
| -60% | -$370K | 0.04% | 399 |
|
|
2023
Q2 | $625K | Buy |
3,212
+7
| +0.2% | +$1.37K | 0.11% | 223 |
|
|
2023
Q1 | $620K | Buy |
3,205
+96
| +3% | +$18.2K | 0.12% | 220 |
|
|
2022
Q4 | $596K | Sell |
3,109
-135
| -4% | -$25.4K | 0.13% | 224 |
|
|
2022
Q3 | $557K | Buy |
3,244
+764
| +31% | +$144K | 0.13% | 216 |
|
|
2022
Q2 | $460K | Sell |
2,480
-1,150
| -32% | -$222K | 0.09% | 292 |
|
|
2022
Q1 | $711K | Buy |
3,630
+120
| +3% | +$23.4K | 0.12% | 219 |
|
|
2021
Q4 | $702K | Sell |
3,510
-123
| -3% | -$23.2K | 0.11% | 215 |
|
|
2021
Q3 | $651K | Buy |
3,633
+243
| +7% | +$45K | 0.11% | 220 |
|
|
2021
Q2 | $619K | Buy |
3,390
+226
| +7% | +$41.3K | 0.11% | 228 |
|
|
2021
Q1 | $564K | Sell |
3,164
-787
| -20% | -$135K | 0.11% | 242 |
|
|
2020
Q4 | $687K | Buy |
3,951
+52
| +1% | +$8.82K | 0.14% | 195 |
|
|
2020
Q3 | $637K | Sell |
3,899
-712
| -15% | -$115K | 0.15% | 183 |
|
|
2020
Q2 | $690K | Buy |
4,611
+1,027
| +29% | +$152K | 0.17% | 163 |
|
|
2020
Q1 | $494K | Sell |
3,584
-2,232
| -38% | -$344K | 0.15% | 185 |
|
|
2019
Q4 | $938K | Sell |
5,816
-77
| -1% | -$12.1K | 0.21% | 130 |
|
|
2019
Q3 | $923K | Sell |
5,893
-253
| -4% | -$38.9K | 0.23% | 128 |
|
|
2019
Q2 | $914K | Buy |
+6,146
| New | +$905K | 0.2% | 142 |
|
|
2018
Q1 | – | Sell |
-6,267
| Closed | -$915K | – | 395 |
|
|
2017
Q4 | $915K | Buy |
6,267
+514
| +9% | +$72.5K | 0.21% | 145 |
|
|
2017
Q3 | $797K | Sell |
5,753
-1,220
| -17% | -$172K | 0.26% | 135 |
|
|
2017
Q2 | $985K | Buy |
+6,973
| New | +$997K | 0.27% | 116 |
|
|
2015
Q4 | $254K | Buy |
+1,968
| New | +$251K | 0.38% | 31 |
|
|
2015
Q2 | – | Sell |
-1,825
| Closed | -$232K | – | 33 |
|
|
2015
Q1 | $232K | Buy |
+1,825
| New | +$231K | 0.26% | 31 |
|
|
2014
Q4 | – | Sell |
-1,277
| Closed | -$150K | – | 58 |
|
|
2014
Q3 | $150K | Buy |
1,277
+20
| +2% | +$2.33K | 0.14% | 33 |
|
|
2014
Q2 | $146K | Sell |
1,257
-333
| -21% | -$37.9K | 0.13% | 37 |
|
|
2014
Q1 | $176K | Sell |
1,590
-258
| -14% | -$27.7K | 0.15% | 44 |
|
|
2013
Q4 | $203K | Buy |
+1,848
| New | +$202K | 0.15% | 46 |
|
Other funds holding VDC
PCH
CFGSD
BCMIO
Institute for Wealth Management's VDC Position: Q2 2026 in Review
Institute for Wealth Management opened a new position in Vanguard Consumer Staples ETF (VDC) in Q2 2026: 105 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VDC as recently as Q2 2025.
Institute for Wealth Management first reported a position in VDC in Q4 2013 and has held it in 35 quarters since. The position peaked at $985K in Q2 2017. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.
- Institute for Wealth Management held 105 shares of Vanguard Consumer Staples ETF worth $23.7K as of Q2 2026.
- Vanguard Consumer Staples ETF was a new Institute for Wealth Management position in Q2 2026.
- Vanguard Consumer Staples ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1077 holding.
- Institute for Wealth Management first reported a position in Vanguard Consumer Staples ETF in Q4 2013 and has held it in 35 quarters since.
- Institute for Wealth Management's Vanguard Consumer Staples ETF position peaked at $985K in Q2 2017.
- 663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.