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 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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

FAP

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Harbor Asset Planning's VDC Position: Q2 2026 in Review

Harbor Asset Planning reduced its Vanguard Consumer Staples ETF (VDC) stake by 4.1% in Q2 2026, selling an estimated $17.5K and leaving 1,803 shares worth $407K. The position accounts for 0.31% of the portfolio, ranked #66.

Harbor Asset Planning first reported a position in VDC in Q2 2025 and has held it in 5 quarters since. The position peaked at $422K in Q1 2026. 185 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

Harbor Asset Planning held 1,803 shares of Vanguard Consumer Staples ETF worth $407K as of Q2 2026.
Harbor Asset Planning sold 77 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $17.5K.
Vanguard Consumer Staples ETF made up 0.31% of Harbor Asset Planning's portfolio in Q2 2026, its #66 holding.
Harbor Asset Planning first reported a position in Vanguard Consumer Staples ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Vanguard Consumer Staples ETF position peaked at $422K in Q1 2026.
185 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.