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Moneta Group Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Moneta Group Investment 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
Q1 		$1.56M Sell
6,927
-87
-1% -$19.9K 0.01% 301
2025
Q4 		$1.48M Sell
7,014
-307
-4% -$65.3K 0.01% 303
2025
Q3 		$1.56M Sell
7,321
-49
-0.7% -$10.7K 0.01% 288
2025
Q2 		$1.61M Buy
7,370
+55
+0.8% +$12.1K 0.02% 248
2025
Q1 		$1.6M Sell
7,315
-246
-3% -$53.2K 0.02% 233
2024
Q4 		$1.6M Sell
7,561
-77
-1% -$16.7K 0.02% 230
2024
Q3 		$1.67M Buy
7,638
+25
+0.3% +$5.3K 0.02% 217
2024
Q2 		$1.55M Buy
7,613
+1,643
+28% +$334K 0.02% 215
2024
Q1 		$1.22M Buy
5,970
+3,032
+103% +$596K 0.02% 239
2023
Q4 		$561K Sell
2,938
-137
-4% -$25.1K 0.01% 321
2023
Q3 		$562K Buy
3,075
+347
+13% +$67K 0.01% 291
2023
Q2 		$530K Sell
2,728
-537
-16% -$105K 0.01% 316
2023
Q1 		$632K Buy
3,265
+12
+0.4% +$2.27K 0.02% 276
2022
Q4 		$622K Buy
3,253
+1,396
+75% +$262K 0.02% 264
2022
Q3 		$319K Buy
1,857
+233
+14% +$44K 0.01% 341
2022
Q2 		$301K Buy
+1,624
New +$314K 0.01% 386
2018
Q3 		– Sell
-285
Closed -$38K – 373
2018
Q2 		$38K Buy
+285
New +$37.7K ﹤0.01% 328

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

Moneta Group Investment Advisors's VDC Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Consumer Staples ETF (VDC) stake by 1.2% in Q1 2026, selling an estimated $19.9K and leaving 6,927 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #301.

Moneta Group Investment Advisors first reported a position in VDC in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.67M in Q3 2024. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Moneta Group Investment Advisors held 6,927 shares of Vanguard Consumer Staples ETF worth $1.56M as of Q1 2026.
  • Moneta Group Investment Advisors sold 87 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $19.9K.
  • Vanguard Consumer Staples ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #301 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2018 and has held it in 17 quarters since.
  • Moneta Group Investment Advisors's Vanguard Consumer Staples ETF position peaked at $1.67M in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.