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Integrated Wealth Concepts’s Vanguard Consumer Staples ETF VDC Stock Holding History

Integrated Wealth Concepts’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 		$404K Buy
1,800
+404
+29% +$92.5K ﹤0.01% 1677
2025
Q4 		$295K Sell
1,396
-531
-28% -$113K ﹤0.01% 1333
2025
Q3 		$412K Buy
1,927
+335
+21% +$73.4K ﹤0.01% 1454
2025
Q2 		$349K Sell
1,592
-365
-19% -$80K ﹤0.01% 1479
2025
Q1 		$428K Buy
1,957
+197
+11% +$42.6K 0.01% 1213
2024
Q4 		$372K Buy
1,760
+187
+12% +$40.5K ﹤0.01% 1256
2024
Q3 		$344K Buy
1,573
+48
+3% +$10.2K ﹤0.01% 1251
2024
Q2 		$310K Buy
1,525
+136
+10% +$27.6K ﹤0.01% 1300
2024
Q1 		$284K Buy
1,389
+71
+5% +$13.9K ﹤0.01% 1348
2023
Q4 		$252K Sell
1,318
-639
-33% -$117K ﹤0.01% 1348
2023
Q3 		$357K Sell
1,957
-1,182
-38% -$228K 0.01% 1141
2023
Q2 		$610K Sell
3,139
-704
-18% -$138K 0.01% 899
2023
Q1 		$744K Buy
3,843
+802
+26% +$152K 0.02% 721
2022
Q4 		$583K Buy
3,041
+77
+3% +$14.5K 0.02% 612
2022
Q3 		$509K Buy
2,964
+170
+6% +$32.1K 0.02% 586
2022
Q2 		$518K Buy
2,794
+154
+6% +$29.8K 0.02% 595
2022
Q1 		$517K Buy
2,640
+156
+6% +$30.4K 0.02% 566
2021
Q4 		$496K Buy
2,484
+244
+11% +$46K 0.01% 617
2021
Q3 		$401K Buy
2,240
+875
+64% +$162K 0.01% 631
2021
Q2 		$249K Buy
+1,365
New +$249K 0.01% 711

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Wealth Concepts's VDC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Vanguard Consumer Staples ETF (VDC) stake by 29% in Q1 2026, buying an estimated $92.5K and bringing the position to 1,800 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Integrated Wealth Concepts first reported a position in VDC in Q2 2021 and has held it in 20 quarters since. The position peaked at $744K in Q1 2023. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Integrated Wealth Concepts held 1,800 shares of Vanguard Consumer Staples ETF worth $404K as of Q1 2026.
  • Integrated Wealth Concepts bought 404 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $92.5K.
  • Vanguard Consumer Staples ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1677 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Consumer Staples ETF in Q2 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Vanguard Consumer Staples ETF position peaked at $744K in Q1 2023.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.