Nvest Financial’s Vanguard Consumer Staples ETF VDC Stock Holding History

Nvest Financial’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	$2.41M	Buy	10,718 +48	+0.4%	+$11K	0.9%	30
2025 Q4	$2.25M	Buy	10,670 +4,094	+62%	+$871K	0.94%	28
2025 Q3	$1.41M	Sell	6,576 -4,495	-41%	-$985K	0.81%	35
2025 Q2	$2.42M	Sell	11,071 -361	-3%	-$79.1K	1.26%	27
2025 Q1	$2.5M	Buy	11,432 +2,379	+26%	+$514K	1.34%	28
2024 Q4	$1.91M	Buy	9,053 +878	+11%	+$190K	0.97%	31
2024 Q3	$1.79M	Buy	8,175 +6,374	+354%	+$1.35M	1.02%	32
2024 Q2	$366K	Buy	+1,801	New	+$366K	0.22%	69

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nvest Financial's VDC Position: Q1 2026 in Review

Nvest Financial increased its Vanguard Consumer Staples ETF (VDC) stake by 0.45% in Q1 2026, buying an estimated $11K and bringing the position to 10,718 shares worth $2.41M. The position accounts for 0.9% of the portfolio, ranked #30.

Nvest Financial first reported a position in VDC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q1 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Nvest Financial held 10,718 shares of Vanguard Consumer Staples ETF worth $2.41M as of Q1 2026.
Nvest Financial bought 48 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $11K.
Vanguard Consumer Staples ETF made up 0.9% of Nvest Financial's portfolio in Q1 2026, its #30 holding.
Nvest Financial first reported a position in Vanguard Consumer Staples ETF in Q2 2024 and has held it in 8 quarters since.
Nvest Financial's Vanguard Consumer Staples ETF position peaked at $2.5M in Q1 2025.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.