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

Regal 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 		$292K Buy
1,301
+76
+6% +$17.4K 0.02% 533
2025
Q4 		$259K Buy
+1,225
New +$261K 0.02% 543
2024
Q3 		– Sell
-1,007
Closed -$204K – 579
2024
Q2 		$204K Sell
1,007
-1
-0.1% -$203 0.01% 546
2024
Q1 		$206K Sell
1,008
-46
-4% -$9.04K 0.01% 545
2023
Q4 		$201K Sell
1,054
-48
-4% -$8.81K 0.02% 516
2023
Q3 		$201K Sell
1,102
-338
-23% -$65.2K 0.02% 469
2023
Q2 		$280K Sell
1,440
-49
-3% -$9.57K 0.02% 410
2023
Q1 		$288K Buy
1,489
+73
+5% +$13.8K 0.03% 404
2022
Q4 		$271K Buy
1,416
+62
+5% +$11.7K 0.03% 401
2022
Q3 		$233K Buy
+1,354
New +$256K 0.02% 414
2015
Q4 		– Sell
-1,096
Closed -$132K – 858
2015
Q3 		$132K Sell
1,096
-86
-7% -$10.9K 0.03% 307
2015
Q2 		$147K Buy
1,182
+109
+10% +$13.9K 0.04% 280
2015
Q1 		$136K Buy
1,073
+119
+12% +$15.1K 0.03% 294
2014
Q4 		$119K Sell
954
-2,214
-70% -$272K 0.03% 284
2014
Q3 		$372K Buy
3,168
+549
+21% +$63.9K 0.11% 167
2014
Q2 		$303K Hold
2,619
– – 0.11% 165
2014
Q1 		$290K Hold
2,619
– – 0.12% 157
2013
Q4 		$288K Buy
2,619
+5
+0.2% +$547 0.16% 133
2013
Q3 		$271K Buy
2,614
+1,614
+161% +$170K 0.16% 142
2013
Q2 		$102K Buy
+1,000
New +$103K 0.06% 228

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

Regal Investment Advisors's VDC Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard Consumer Staples ETF (VDC) stake by 6.2% in Q1 2026, buying an estimated $17.4K and bringing the position to 1,301 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #533.

Regal Investment Advisors first reported a position in VDC in Q2 2013 and has held it in 20 quarters since. The position peaked at $372K in Q3 2014. 629 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Regal Investment Advisors held 1,301 shares of Vanguard Consumer Staples ETF worth $292K as of Q1 2026.
  • Regal Investment Advisors bought 76 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $17.4K.
  • Vanguard Consumer Staples ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #533 holding.
  • Regal Investment Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2013 and has held it in 20 quarters since.
  • Regal Investment Advisors's Vanguard Consumer Staples ETF position peaked at $372K in Q3 2014.
  • 629 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.