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Estate Planners Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Estate Planners 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 		– Sell
-172
Closed -$36.3K – 396
2025
Q4 		$36.3K Buy
+172
New +$36.6K 0.02% 167

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
PCH
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 $872M AUM 23.02% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Estate Planners Group's VDC Position: Q1 2026 in Review

Estate Planners Group sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2026, closing a stake of 172 shares — an estimated $36.3K sold.

Estate Planners Group first reported a position in VDC in Q4 2025 and held it in 1 quarter. The position peaked at $36.3K in Q4 2025. 633 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

  • Estate Planners Group reported no remaining Vanguard Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 172 Vanguard Consumer Staples ETF shares in Q1 2026, an estimated $36.3K.
  • Estate Planners Group first reported a position in Vanguard Consumer Staples ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Vanguard Consumer Staples ETF position peaked at $36.3K in Q4 2025.
  • 633 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.