SIAG
VDC icon

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
Q2 		$1.41M Buy
6,253
+27
+0.4% +$6.15K 0.33% 36
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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
PGIM Custom Harvest
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 $922M AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Safeguard Investment Advisory Group's VDC Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Vanguard Consumer Staples ETF (VDC) stake by 0.43% in Q2 2026, buying an estimated $6.15K and bringing the position to 6,253 shares worth $1.41M. The position accounts for 0.33% of the portfolio, ranked #36.

Safeguard Investment Advisory Group first reported a position in VDC in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.05M in Q4 2022. 666 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Safeguard Investment Advisory Group held 6,253 shares of Vanguard Consumer Staples ETF worth $1.41M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 27 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $6.15K.
  • Vanguard Consumer Staples ETF made up 0.33% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #36 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Consumer Staples ETF in Q4 2020 and has held it in 17 quarters since.
  • Safeguard Investment Advisory Group's Vanguard Consumer Staples ETF position peaked at $5.05M in Q4 2022.
  • 666 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.