Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-1,260
Closed -$269K – 1283
2025
Q3 		$269K Sell
1,260
-26
-2% -$5.7K ﹤0.01% 1241
2025
Q2 		$282K Buy
+1,286
New +$282K ﹤0.01% 1165
2023
Q2 		– Sell
-5,844
Closed -$1.13M – 439
2023
Q1 		$1.13M Buy
5,844
+42
+0.7% +$7.96K 0.02% 277
2022
Q4 		$1.11M Sell
5,802
-23
-0.4% -$4.33K 0.02% 267
2022
Q3 		$1M Sell
5,825
-1,409
-19% -$266K 0.02% 265
2022
Q2 		$1.34M Sell
7,234
-40
-0.5% -$7.74K 0.03% 248
2022
Q1 		$1.43M Sell
7,274
-814
-10% -$159K 0.03% 256
2021
Q4 		$1.41M Buy
8,088
+805
+11% +$152K 0.03% 239
2021
Q3 		$1.3M Sell
7,283
-790
-10% -$146K 0.03% 276
2021
Q2 		$1.47M Buy
8,073
+5
+0.1% +$914 0.03% 262
2021
Q1 		$1.44M Sell
8,068
-20
-0.2% -$3.43K 0.03% 242
2020
Q4 		$1.41M Buy
8,088
+51
+0.6% +$8.65K 0.03% 233
2020
Q3 		$1.31M Sell
8,037
-20
-0.2% -$3.22K 0.04% 232
2020
Q2 		$1.21M Buy
8,057
+374
+5% +$55.4K 0.04% 236
2020
Q1 		$1.06M Buy
+7,683
New +$1.18M 0.04% 234

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kovitz Investment Group Partners's VDC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Consumer Staples ETF (VDC) in Q4 2025, closing a stake of 1,260 shares — an estimated $269K sold.

Kovitz Investment Group Partners first reported a position in VDC in Q1 2020 and held it in 15 quarters. The position peaked at $1.47M in Q2 2021. 635 funds tracked by Wall St. Rank hold VDC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Consumer Staples ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,260 Vanguard Consumer Staples ETF shares in Q4 2025, an estimated $269K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Consumer Staples ETF in Q1 2020 and held it in 15 quarters.
  • Kovitz Investment Group Partners's Vanguard Consumer Staples ETF position peaked at $1.47M in Q2 2021.
  • 635 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.