Level Four Advisory Services’s Vanguard Consumer Staples ETF VDC Stock Holding History

Level Four Advisory Services’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	$280K	Buy	1,243 +345	+38%	+$78.6K	0.01%	791
2026 Q1	$202K	Buy	+898	New	+$206K	0.01%	832
2021 Q2	–	Sell	-1,221	Closed	-$218K	–	679
2021 Q1	$218K	Sell	1,221 -374	-23%	-$64.2K	0.02%	588
2020 Q4	$277K	Sell	1,595 -3,375	-68%	-$573K	0.02%	481
2020 Q3	$812K	Sell	4,970 -1,333	-21%	-$215K	0.06%	280
2020 Q2	$943K	Sell	6,303 -81	-1%	-$12K	0.07%	265
2020 Q1	$881K	Sell	6,384 -25,831	-80%	-$3.98M	0.11%	217
2019 Q4	$5.19M	Sell	32,215 -247	-0.8%	-$38.8K	0.21%	137
2019 Q3	$5.08M	Buy	32,462 +3,440	+12%	+$529K	0.53%	38
2019 Q2	$4.33M	Buy	29,022 +2,623	+10%	+$386K	0.44%	46
2019 Q1	$3.83M	Buy	26,399 +9,041	+52%	+$1.25M	0.42%	57
2018 Q4	$2.28M	Buy	17,358 +15,725	+963%	+$2.2M	0.28%	84
2018 Q3	$229K	Sell	1,633 -117	-7%	-$16.3K	0.02%	526
2018 Q2	$235K	Sell	1,750 -19	-1%	-$2.51K	0.02%	543
2018 Q1	$241K	Buy	1,769 +30	+2%	+$4.25K	0.02%	476
2017 Q4	$254K	Sell	1,739 -3	-0.2%	-$423	0.02%	478
2017 Q3	$241K	Sell	1,742 -77	-4%	-$10.8K	0.02%	461
2017 Q2	$255K	Hold	1,819	–	–	0.04%	413
2017 Q1	$255K	Sell	1,819 -221	-11%	-$30.6K	0.03%	451
2016 Q4	$273K	Buy	+2,040	New	+$273K	0.03%	384

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

Level Four Advisory Services's VDC Position: Q2 2026 in Review

Level Four Advisory Services increased its Vanguard Consumer Staples ETF (VDC) stake by 38% in Q2 2026, buying an estimated $78.6K and bringing the position to 1,243 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #791.

Level Four Advisory Services first reported a position in VDC in Q4 2016 and has held it in 20 quarters since. The position peaked at $5.19M in Q4 2019. 663 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Level Four Advisory Services held 1,243 shares of Vanguard Consumer Staples ETF worth $280K as of Q2 2026.
Level Four Advisory Services bought 345 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $78.6K.
Vanguard Consumer Staples ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #791 holding.
Level Four Advisory Services first reported a position in Vanguard Consumer Staples ETF in Q4 2016 and has held it in 20 quarters since.
Level Four Advisory Services's Vanguard Consumer Staples ETF position peaked at $5.19M in Q4 2019.
663 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.