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Safeguard Investment Advisory Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Safeguard Investment Advisory Group’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 		$1.4M Buy
6,226
+837
+16% +$192K 0.39% 28
2025
Q4 		$1.14M Buy
5,389
+181
+3% +$38.5K 0.29% 36
2025
Q3 		$1.11M Buy
5,208
+56
+1% +$12.3K 0.28% 38
2025
Q2 		$1.13M Buy
5,152
+315
+7% +$69K 0.28% 38
2025
Q1 		$1.06M Sell
4,837
-88
-2% -$19K 0.29% 36
2024
Q4 		$1.04M Buy
4,925
+103
+2% +$22.3K 0.29% 37
2024
Q3 		$1.05M Sell
4,822
-217
-4% -$46K 0.3% 36
2024
Q2 		$1.02M Sell
5,039
-347
-6% -$70.5K 0.32% 35
2024
Q1 		$1.1M Sell
5,386
-90
-2% -$17.7K 0.37% 30
2023
Q4 		$1.05M Sell
5,476
-1,222
-18% -$224K 0.39% 31
2023
Q3 		$1.22M Sell
6,698
-552
-8% -$107K 0.53% 27
2023
Q2 		$1.41M Sell
7,250
-1,061
-13% -$207K 0.6% 24
2023
Q1 		$1.61M Sell
8,311
-18,003
-68% -$3.41M 0.77% 25
2022
Q4 		$5.05M Buy
26,314
+8,191
+45% +$1.54M 3.11% 7
2022
Q3 		$3.11M Buy
+18,123
New +$3.42M 2.13% 15
2021
Q1 		– Sell
-311
Closed -$54K – 685
2020
Q4 		$54K Buy
+311
New +$52.8K 0.05% 191

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

Safeguard Investment Advisory Group's VDC Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its Vanguard Consumer Staples ETF (VDC) stake by 16% in Q1 2026, buying an estimated $192K and bringing the position to 6,226 shares worth $1.4M. The position accounts for 0.39% of the portfolio, ranked #28.

Safeguard Investment Advisory Group first reported a position in VDC in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.05M in Q4 2022. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Safeguard Investment Advisory Group held 6,226 shares of Vanguard Consumer Staples ETF worth $1.4M as of Q1 2026.
  • Safeguard Investment Advisory Group bought 837 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $192K.
  • Vanguard Consumer Staples ETF made up 0.39% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #28 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 16 quarters since.
  • Safeguard Investment Advisory Group's Vanguard Consumer Staples ETF position peaked at $5.05M in Q4 2022.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.