IVC Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

IVC Wealth Advisors’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	$330K	Buy	1,464 +1	+0.1%	+$228	0.13%	135
2026 Q1	$329K	Buy	1,463 +1	+0.1%	+$229	0.14%	122
2025 Q4	$309K	Buy	1,462 +1	+0.1%	+$213	0.13%	127
2025 Q3	$312K	Buy	1,461 +1	+0.1%	+$219	0.14%	125
2025 Q2	$320K	Buy	1,460 +1	+0.1%	+$219	0.16%	118
2025 Q1	$319K	Hold	1,459	–	–	0.17%	120
2024 Q4	$308K	Sell	1,459 -48	-3%	-$10.4K	0.17%	115
2024 Q3	$329K	Buy	1,507 +2	+0.1%	+$424	0.18%	113
2024 Q2	$306K	Hold	1,505	–	–	0.17%	118
2024 Q1	$307K	Sell	1,505 -148	-9%	-$29.1K	0.18%	121
2023 Q4	$316K	Hold	1,653	–	–	0.2%	107
2023 Q3	$302K	Hold	1,653	–	–	0.2%	108
2023 Q2	$321K	Hold	1,653	–	–	0.2%	109
2023 Q1	$320K	Hold	1,653	–	–	0.23%	102
2022 Q4	$317K	Hold	1,653	–	–	0.23%	102
2022 Q3	$284K	Sell	1,653 -2	-0.1%	-$378	0.23%	108
2022 Q2	$307K	Hold	1,655	–	–	0.24%	104
2022 Q1	$324K	Hold	1,655	–	–	0.21%	107
2021 Q4	$331K	Hold	1,655	–	–	0.21%	104
2021 Q3	$297K	Buy	1,655 +100	+6%	+$18.5K	0.2%	106
2021 Q2	$284K	Buy	+1,555	New	+$284K	0.2%	111

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

IVC Wealth Advisors's VDC Position: Q2 2026 in Review

IVC Wealth Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 0.07% in Q2 2026, buying an estimated $228 and bringing the position to 1,464 shares worth $330K. The position accounts for 0.13% of the portfolio, ranked #135.

IVC Wealth Advisors first reported a position in VDC in Q2 2021 and has held it in 21 quarters since. The position peaked at $331K in Q4 2021. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

IVC Wealth Advisors held 1,464 shares of Vanguard Consumer Staples ETF worth $330K as of Q2 2026.
IVC Wealth Advisors bought 1 Vanguard Consumer Staples ETF share in Q2 2026, an estimated $228.
Vanguard Consumer Staples ETF made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #135 holding.
IVC Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2021 and has held it in 21 quarters since.
IVC Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $331K in Q4 2021.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.