IVC Wealth Advisors
VDC icon

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
Q3 		$320K Buy
1,465
+1
+0.1% +$229 0.13% 125
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

CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Blankinship & Foster
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Junk Investment Group
Junk Investment Group Hunt Valley, Maryland $241M AUM

IVC Wealth Advisors's VDC Position: Q3 2026 in Review

IVC Wealth Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 0.07% in Q3 2026, buying an estimated $229 and bringing the position to 1,465 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #125.

IVC Wealth Advisors first reported a position in VDC in Q2 2021 and has held it in 22 quarters since. The position peaked at $331K in Q4 2021. 213 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

  • IVC Wealth Advisors held 1,465 shares of Vanguard Consumer Staples ETF worth $320K as of Q3 2026.
  • IVC Wealth Advisors bought 1 Vanguard Consumer Staples ETF share in Q3 2026, an estimated $229.
  • Vanguard Consumer Staples ETF made up 0.13% of IVC Wealth Advisors's portfolio in Q3 2026, its #125 holding.
  • IVC Wealth Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2021 and has held it in 22 quarters since.
  • IVC Wealth Advisors's Vanguard Consumer Staples ETF position peaked at $331K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.