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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

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. 665 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.
665 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.