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Avantax Planning Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Avantax Planning Partners’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 		$830K Buy
3,694
+931
+34% +$213K 0.02% 216
2025
Q4 		$584K Sell
2,763
-4,404
-61% -$937K 0.02% 250
2025
Q3 		$1.53M Buy
7,167
+2,750
+62% +$603K 0.04% 154
2025
Q2 		$967K Buy
4,417
+1,608
+57% +$352K 0.03% 194
2025
Q1 		$615K Buy
2,809
+635
+29% +$137K 0.02% 227
2024
Q4 		$460K Buy
+2,174
New +$471K 0.02% 268
2024
Q3 		– Sell
-2,045
Closed -$415K – 485
2024
Q2 		$415K Buy
2,045
+34
+2% +$6.91K 0.01% 316
2024
Q1 		$411K Buy
2,011
+63
+3% +$12.4K 0.01% 314
2023
Q4 		$372K Hold
1,948
– – 0.01% 271
2023
Q3 		$356K Sell
1,948
-845
-30% -$163K 0.01% 258
2023
Q2 		$543K Hold
2,793
– – 0.02% 225
2023
Q1 		$541K Sell
2,793
-1,947
-41% -$369K 0.02% 225
2022
Q4 		$908K Buy
4,740
+1,142
+32% +$215K 0.04% 175
2022
Q3 		$618K Sell
3,598
-130
-3% -$24.5K 0.03% 204
2022
Q2 		$691K Hold
3,728
– – 0.03% 191
2022
Q1 		$730K Sell
3,728
-2,830
-43% -$551K 0.03% 191
2021
Q4 		$1.31M Buy
6,558
+2,830
+76% +$533K 0.05% 136
2021
Q3 		$668K Hold
3,728
– – 0.03% 174
2021
Q2 		$680K Hold
3,728
– – 0.03% 169
2021
Q1 		$664K Hold
3,728
– – 0.03% 166
2020
Q4 		$648K Buy
3,728
+50
+1% +$8.48K 0.03% 159
2020
Q3 		$601K Hold
3,678
– – 0.03% 165
2020
Q2 		$550K Buy
+3,678
New +$545K 0.03% 167
2018
Q4 		– Sell
-159
Closed -$22K – 1157
2018
Q3 		$22K Buy
+159
New +$22.2K ﹤0.01% 676
2018
Q2 		– Sell
-124
Closed -$17K – 1432
2018
Q1 		$17K Buy
+124
New +$17.6K ﹤0.01% 845
2017
Q4 		– Sell
-1,496
Closed -$207K – 357
2017
Q3 		$207K Buy
+1,496
New +$211K 0.02% 352

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

Avantax Planning Partners's VDC Position: Q1 2026 in Review

Avantax Planning Partners increased its Vanguard Consumer Staples ETF (VDC) stake by 34% in Q1 2026, buying an estimated $213K and bringing the position to 3,694 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #216.

Avantax Planning Partners first reported a position in VDC in Q3 2017 and has held it in 26 quarters since. The position peaked at $1.53M in Q3 2025. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Avantax Planning Partners held 3,694 shares of Vanguard Consumer Staples ETF worth $830K as of Q1 2026.
  • Avantax Planning Partners bought 931 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $213K.
  • Vanguard Consumer Staples ETF made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #216 holding.
  • Avantax Planning Partners first reported a position in Vanguard Consumer Staples ETF in Q3 2017 and has held it in 26 quarters since.
  • Avantax Planning Partners's Vanguard Consumer Staples ETF position peaked at $1.53M in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.