McIntyre, Freedman & Flynn Investment Advisers’s Vanguard Consumer Staples ETF VDC Stock Holding History

McIntyre, Freedman & Flynn Investment Advisers’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	$893K	Sell	3,959 -907	-19%	-$207K	0.54%	47
2026 Q1	$1.09M	Hold	4,866	–	–	0.62%	45
2025 Q4	$1.03M	Buy	4,866 +1	+0%	+$213	0.65%	44
2025 Q3	$1.04M	Sell	4,865 -524	-10%	-$115K	0.62%	44
2025 Q2	$1.18M	Hold	5,389	–	–	0.83%	37
2025 Q1	$1.18M	Buy	5,389 +1	+0%	+$216	0.87%	36
2024 Q4	$1.14M	Buy	5,388 +1	+0%	+$217	0.85%	36
2024 Q3	$1.18M	Buy	5,387 +1	+0%	+$212	0.84%	36
2024 Q2	$1.09M	Hold	5,386	–	–	0.79%	39
2024 Q1	$1.1M	Sell	5,386 -199	-4%	-$39.1K	0.8%	39
2023 Q4	$1.07M	Buy	5,585 +2	+0%	+$367	0.85%	38
2023 Q3	$1.02M	Hold	5,583	–	–	0.86%	38
2023 Q2	$1.09M	Hold	5,583	–	–	0.93%	38
2023 Q1	$1.08M	Sell	5,583 -1,334	-19%	-$253K	0.92%	38
2022 Q4	$1.33M	Buy	+6,917	New	+$1.3M	1.1%	38

Other funds holding VDC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

McIntyre, Freedman & Flynn Investment Advisers's VDC Position: Q2 2026 in Review

McIntyre, Freedman & Flynn Investment Advisers reduced its Vanguard Consumer Staples ETF (VDC) stake by 19% in Q2 2026, selling an estimated $207K and leaving 3,959 shares worth $893K. The position accounts for 0.54% of the portfolio, ranked #47.

McIntyre, Freedman & Flynn Investment Advisers first reported a position in VDC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q4 2022. 520 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

McIntyre, Freedman & Flynn Investment Advisers held 3,959 shares of Vanguard Consumer Staples ETF worth $893K as of Q2 2026.
McIntyre, Freedman & Flynn Investment Advisers sold 907 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $207K.
Vanguard Consumer Staples ETF made up 0.54% of McIntyre, Freedman & Flynn Investment Advisers's portfolio in Q2 2026, its #47 holding.
McIntyre, Freedman & Flynn Investment Advisers first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and has held it in 15 quarters since.
McIntyre, Freedman & Flynn Investment Advisers's Vanguard Consumer Staples ETF position peaked at $1.33M in Q4 2022.
520 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on McIntyre, Freedman & Flynn Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.