Planning Project LLC’s Vanguard Consumer Staples ETF VDC Stock Holding History

Planning Project LLC’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 Q4	$63.4K	Buy	+300	New	+$63.8K	0.02%	56

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Planning Project LLC's VDC Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Consumer Staples ETF (VDC) in Q4 2025: 300 shares worth $63.4K. The stake represents 0.02% of the portfolio and ranks #56 among its holdings.

633 funds tracked by Wall St. Rank hold VDC as of Q4 2025.

Planning Project LLC held 300 shares of Vanguard Consumer Staples ETF worth $63.4K as of Q4 2025.
Vanguard Consumer Staples ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Consumer Staples ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #56 holding.
633 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.