Harbor Asset Planning’s Vanguard Consumer Staples ETF VDC Stock Holding History

Harbor Asset 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 Q3	$396K	Buy	1,814 +11	+0.6%	+$2.51K	0.3%	67
2026 Q2	$407K	Sell	1,803 -77	-4%	-$17.5K	0.31%	66
2026 Q1	$422K	Buy	1,880 +11	+0.6%	+$2.52K	0.36%	62
2025 Q4	$395K	Buy	1,869 +60	+3%	+$12.8K	0.34%	62
2025 Q3	$387K	Buy	1,809 +9	+0.5%	+$1.97K	0.35%	60
2025 Q2	$394K	Buy	+1,800	New	+$395K	0.38%	58

Other funds holding VDC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbor Asset Planning's VDC Position: Q3 2026 in Review

Harbor Asset Planning increased its Vanguard Consumer Staples ETF (VDC) stake by 0.61% in Q3 2026, buying an estimated $2.51K and bringing the position to 1,814 shares worth $396K. The position accounts for 0.3% of the portfolio, ranked #67.

Harbor Asset Planning first reported a position in VDC in Q2 2025 and has held it in 6 quarters since. The position peaked at $422K in Q1 2026. 594 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

Harbor Asset Planning held 1,814 shares of Vanguard Consumer Staples ETF worth $396K as of Q3 2026.
Harbor Asset Planning bought 11 Vanguard Consumer Staples ETF shares in Q3 2026, an estimated $2.51K.
Vanguard Consumer Staples ETF made up 0.3% of Harbor Asset Planning's portfolio in Q3 2026, its #67 holding.
Harbor Asset Planning first reported a position in Vanguard Consumer Staples ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Vanguard Consumer Staples ETF position peaked at $422K in Q1 2026.
594 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.