Next Level Wealth Planning’s Vanguard Consumer Staples ETF VDC Stock Holding History

Next Level Wealth 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	$190K	Buy	+869	New	+$199K	0.08%	77
2025 Q2	–	Sell	-1,032	Closed	-$226K	–	57
2025 Q1	$226K	Buy	1,032 +9	+0.9%	+$1.94K	0.17%	43
2024 Q4	$216K	Buy	+1,023	New	+$222K	0.17%	41

Other funds holding VDC

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Next Level Wealth Planning's VDC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Consumer Staples ETF (VDC) in Q3 2026: 869 shares worth $190K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings. This is a return to the name: Next Level Wealth Planning previously reported a position in VDC as recently as Q1 2025.

Next Level Wealth Planning first reported a position in VDC in Q4 2024 and has held it in 3 quarters since. The position peaked at $226K in Q1 2025. 379 funds tracked by Wall St. Rank hold VDC as of Q3 2026.

Next Level Wealth Planning held 869 shares of Vanguard Consumer Staples ETF worth $190K as of Q3 2026.
Vanguard Consumer Staples ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Consumer Staples ETF made up 0.08% of Next Level Wealth Planning's portfolio in Q3 2026, its #77 holding.
Next Level Wealth Planning first reported a position in Vanguard Consumer Staples ETF in Q4 2024 and has held it in 3 quarters since.
Next Level Wealth Planning's Vanguard Consumer Staples ETF position peaked at $226K in Q1 2025.
379 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.