Cornerstone Planning’s Vanguard Consumer Staples ETF VDC Stock Holding History

Cornerstone Planning’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
2024 Q4	$1.55M	Buy	+7,325	New	+$1.59M	0.59%	66

Other funds holding VDC

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Cornerstone Planning's VDC Position: Q4 2024 in Review

Cornerstone Planning opened a new position in Vanguard Consumer Staples ETF (VDC) in Q4 2024: 7,325 shares worth $1.55M. The stake represents 0.59% of the portfolio and ranks #66 among its holdings.

631 funds tracked by Wall St. Rank hold VDC as of Q4 2024.

Cornerstone Planning held 7,325 shares of Vanguard Consumer Staples ETF worth $1.55M as of Q4 2024.
Vanguard Consumer Staples ETF was a new Cornerstone Planning position in Q4 2024.
Vanguard Consumer Staples ETF made up 0.59% of Cornerstone Planning's portfolio in Q4 2024, its #66 holding.
631 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.