MYIA
VDC icon

Mount Yale Investment Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Mount Yale 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 		$335K Buy
+1,492
New +$342K 0.01% 848
2025
Q3 		– Sell
-1,388
Closed -$304K – 1559
2025
Q2 		$304K Hold
1,388
– – 0.02% 449
2025
Q1 		$304K Hold
1,388
– – 0.03% 431
2024
Q4 		$293K Hold
1,388
– – 0.02% 448
2024
Q3 		$303K Buy
+1,388
New +$294K 0.03% 431

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 $445B AUM 25.58% 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 $872M AUM 23.02% 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 $424B AUM 22.96% 1-Year Est. Return

Mount Yale Investment Advisors's VDC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2026: 1,492 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VDC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in VDC in Q3 2024 and has held it in 5 quarters since. 629 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Mount Yale Investment Advisors held 1,492 shares of Vanguard Consumer Staples ETF worth $335K as of Q1 2026.
  • Vanguard Consumer Staples ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • Vanguard Consumer Staples ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #848 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and has held it in 5 quarters since.
  • 629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.