BFC Planning, Inc.’s Vanguard Consumer Staples ETF VDC Stock Holding History

BFC Planning, Inc.’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	$920K	Buy	4,078 +30	+0.7%	+$6.84K	0.04%	425
2026 Q1	$909K	Buy	4,048 +152	+4%	+$34.8K	0.04%	379
2025 Q4	$823K	Buy	3,896 +2,855	+274%	+$607K	0.04%	413
2025 Q3	$222K	Buy	1,041 +95	+10%	+$20.8K	0.02%	636
2025 Q2	$207K	Hold	946	–	–	0.02%	627
2025 Q1	$207K	Buy	946 +3	+0.3%	+$648	0.02%	595
2024 Q4	$199K	Buy	+943	New	+$204K	0.02%	617

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BFC Planning, Inc.'s VDC Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Consumer Staples ETF (VDC) stake by 0.74% in Q2 2026, buying an estimated $6.84K and bringing the position to 4,078 shares worth $920K. The position accounts for 0.04% of the portfolio, ranked #425.

BFC Planning, Inc. first reported a position in VDC in Q4 2024 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

BFC Planning, Inc. held 4,078 shares of Vanguard Consumer Staples ETF worth $920K as of Q2 2026.
BFC Planning, Inc. bought 30 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $6.84K.
Vanguard Consumer Staples ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #425 holding.
BFC Planning, Inc. first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
670 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.