LOIM
VDC icon

Liberty One Investment Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Liberty One Investment Management’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
Q1 		$1.05M Sell
4,687
-1,292
-22% -$296K 0.11% 102
2025
Q4 		$1.26M Sell
5,979
-1,259
-17% -$268K 0.16% 84
2025
Q3 		$1.55M Sell
7,238
-95
-1% -$20.8K 0.09% 88
2025
Q2 		$1.61M Sell
7,333
-47
-0.6% -$10.3K 0.16% 82
2025
Q1 		$1.61M Sell
7,380
-52
-0.7% -$11.2K 0.16% 77
2024
Q4 		$1.57M Buy
7,432
+77
+1% +$16.7K 0.17% 77
2024
Q3 		$1.61M Sell
7,355
-47
-0.6% -$9.97K 0.16% 79
2024
Q2 		$1.5M Sell
7,402
-287
-4% -$58.3K 0.17% 78
2024
Q1 		$1.57M Sell
7,689
-461
-6% -$90.5K 0.18% 78
2023
Q4 		$1.56M Sell
8,150
-172
-2% -$31.6K 0.19% 76
2023
Q3 		$1.52M Sell
8,322
-368
-4% -$71K 0.22% 69
2023
Q2 		$1.69M Sell
8,690
-247
-3% -$48.3K 0.22% 72
2023
Q1 		$1.73M Sell
8,937
-191
-2% -$36.2K 0.24% 72
2022
Q4 		$1.75M Sell
9,128
-168
-2% -$31.6K 0.25% 67
2022
Q3 		$1.6M Sell
9,296
-240
-3% -$45.3K 0.26% 70
2022
Q2 		$1.74M Sell
9,536
-102
-1% -$19.7K 0.3% 58
2022
Q1 		$1.89M Buy
9,638
+99
+1% +$19.3K 0.29% 65
2021
Q4 		$1.91M Buy
9,539
+13
+0.1% +$2.45K 0.29% 64
2021
Q3 		$1.71M Sell
9,526
-10
-0.1% -$1.85K 0.29% 62
2021
Q2 		$1.74M Sell
9,536
-143
-1% -$26.1K 0.29% 58
2021
Q1 		$1.73M Sell
9,679
-246
-2% -$42.2K 0.31% 48
2020
Q4 		$1.73M Sell
9,925
-262
-3% -$44.5K 0.32% 42
2020
Q3 		$1.66M Sell
10,187
-357
-3% -$57.5K 0.34% 40
2020
Q2 		$1.58M Sell
10,544
-242
-2% -$35.9K 0.35% 40
2020
Q1 		$1.49M Sell
10,786
-478
-4% -$73.7K 0.38% 38
2019
Q4 		$1.82M Buy
+11,264
New +$1.77M 0.39% 38

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Liberty One Investment Management's VDC Position: Q1 2026 in Review

Liberty One Investment Management reduced its Vanguard Consumer Staples ETF (VDC) stake by 22% in Q1 2026, selling an estimated $296K and leaving 4,687 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #102.

Liberty One Investment Management first reported a position in VDC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.91M in Q4 2021. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Liberty One Investment Management held 4,687 shares of Vanguard Consumer Staples ETF worth $1.05M as of Q1 2026.
  • Liberty One Investment Management sold 1,292 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $296K.
  • Vanguard Consumer Staples ETF made up 0.11% of Liberty One Investment Management's portfolio in Q1 2026, its #102 holding.
  • Liberty One Investment Management first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Vanguard Consumer Staples ETF position peaked at $1.91M in Q4 2021.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.