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 Q2	–	Sell	-1,492	Closed	-$335K	–	1271
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 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

Mount Yale Investment Advisors's VDC Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q2 2026, closing a stake of 1,492 shares — an estimated $335K sold.

Mount Yale Investment Advisors first reported a position in VDC in Q3 2024 and held it in 5 quarters. The position peaked at $335K in Q1 2026. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Mount Yale Investment Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,492 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $335K.
Mount Yale Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and held it in 5 quarters.
Mount Yale Investment Advisors's Vanguard Consumer Staples ETF position peaked at $335K in Q1 2026.
666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.