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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

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 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. 95 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.
  • 95 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.