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Hoxton Planning & Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Hoxton Planning & Management’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
2025
Q3 		– Sell
-925
Closed -$203K – 228
2025
Q2 		$203K Sell
925
-72
-7% -$15.8K 0.07% 203
2025
Q1 		$218K Sell
997
-448
-31% -$96.8K 0.08% 186
2024
Q4 		$305K Hold
1,445
– – 0.12% 155
2024
Q3 		$316K Buy
+1,445
New +$307K 0.12% 149

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hoxton Planning & Management's VDC Position: Q3 2025 in Review

Hoxton Planning & Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2025, closing a stake of 925 shares — an estimated $203K sold.

Hoxton Planning & Management first reported a position in VDC in Q3 2024 and held it in 4 quarters. The position peaked at $316K in Q3 2024. 604 funds tracked by Wall St. Rank hold VDC as of Q3 2025.

  • Hoxton Planning & Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 925 Vanguard Consumer Staples ETF shares in Q3 2025, an estimated $203K.
  • Hoxton Planning & Management first reported a position in Vanguard Consumer Staples ETF in Q3 2024 and held it in 4 quarters.
  • Hoxton Planning & Management's Vanguard Consumer Staples ETF position peaked at $316K in Q3 2024.
  • 604 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2025.

Based on Hoxton Planning & Management's 13F filing for Q3 2025, filed 27 Oct 2025.