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

Essential 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
2026 Q1	$264K	Hold	1,174	–	–	0.08%	79
2025 Q4	$248K	Sell	1,174 -37	-3%	-$7.87K	0.08%	85
2025 Q3	$259K	Hold	1,211	–	–	0.09%	78
2025 Q2	$265K	Hold	1,211	–	–	0.1%	73
2025 Q1	$265K	Sell	1,211 -76,190	-98%	-$16.5M	0.11%	70
2024 Q4	$16.8M	Buy	77,401 +76,154	+6,107%	+$16.5M	0.11%	64
2024 Q3	$272K	Sell	1,247 -54	-4%	-$11.5K	0.11%	68
2024 Q2	$264K	Sell	1,301 -34	-3%	-$6.91K	0.12%	59
2024 Q1	$255K	Sell	1,335 -18	-1%	-$3.54K	0.13%	56
2023 Q4	$258K	Hold	1,353	–	–	0.13%	55
2023 Q3	$247K	Sell	1,353 -57	-4%	-$11K	0.14%	50
2023 Q2	$274K	Sell	1,410 -198	-12%	-$38.7K	0.16%	45
2023 Q1	$311K	Sell	1,608 -706	-31%	-$134K	0.19%	41
2022 Q4	$400K	Buy	+2,314	New	+$435K	0.31%	28

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Essential Planning's VDC Position: Q1 2026 in Review

Essential Planning held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 1,174 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #79.

Essential Planning first reported a position in VDC in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.8M in Q4 2024. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Essential Planning held 1,174 shares of Vanguard Consumer Staples ETF worth $264K as of Q1 2026.
Essential Planning left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
Vanguard Consumer Staples ETF made up 0.08% of Essential Planning's portfolio in Q1 2026, its #79 holding.
Essential Planning first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and has held it in 14 quarters since.
Essential Planning's Vanguard Consumer Staples ETF position peaked at $16.8M in Q4 2024.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.