SFPG
VDC icon

Stonebridge Financial Planning Group’s Vanguard Consumer Staples ETF VDC Stock Holding History

Stonebridge Financial Planning Group’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 		$2.58M Sell
11,454
-763
-6% -$174K 0.82% 32
2026
Q1 		$2.74M Sell
12,217
-377
-3% -$86.4K 1.01% 24
2025
Q4 		$2.66M Sell
12,594
-860
-6% -$183K 0.96% 26
2025
Q3 		$2.88M Sell
13,454
-671
-5% -$147K 1.08% 22
2025
Q2 		$3.09M Buy
14,125
+836
+6% +$183K 1.29% 17
2025
Q1 		$2.91M Sell
13,289
-508
-4% -$110K 1.33% 19
2024
Q4 		$2.92M Buy
13,797
+213
+2% +$46.2K 1.3% 17
2024
Q3 		$2.97M Sell
13,584
-1,637
-11% -$347K 1.41% 15
2024
Q2 		$3.09M Sell
15,221
-2,474
-14% -$503K 1.55% 10
2024
Q1 		$3.61M Sell
17,695
-190
-1% -$37.3K 1.91% 9
2023
Q4 		$3.42M Sell
17,885
-1,564
-8% -$287K 1.97% 9
2023
Q3 		$3.55M Sell
19,449
-1,136
-6% -$219K 2.28% 8
2023
Q2 		$4M Sell
20,585
-630
-3% -$123K 2.44% 6
2023
Q1 		$4.11M Sell
21,215
-18
-0.1% -$3.41K 2.65% 6
2022
Q4 		$4.07M Buy
21,233
+492
+2% +$92.5K 2.71% 6
2022
Q3 		$3.56M Buy
20,741
+146
+0.7% +$27.6K 2.49% 8
2022
Q2 		$3.82M Sell
20,595
-627
-3% -$121K 2.59% 10
2022
Q1 		$4.16M Buy
21,222
+222
+1% +$43.2K 2.33% 10
2021
Q4 		$4.09M Sell
21,000
-324
-2% -$61K 2.15% 9
2021
Q3 		$4.03M Buy
21,324
+235
+1% +$43.5K 1.97% 12
2021
Q2 		$3.85M Buy
21,089
+465
+2% +$85K 2.04% 11
2021
Q1 		$3.73M Sell
20,624
-1,173
-5% -$201K 2.18% 10
2020
Q4 		$3.79M Buy
21,797
+2,395
+12% +$406K 2.4% 10
2020
Q3 		$3.29M Buy
19,402
+4,281
+28% +$689K 2.36% 10
2020
Q2 		$2.27M Buy
15,121
+208
+1% +$30.8K 1.94% 15
2020
Q1 		$2.17M Buy
14,913
+908
+6% +$140K 2.17% 13
2019
Q4 		$2.26M Buy
+14,005
New +$2.2M 2.04% 16

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
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Stonebridge Financial Planning Group's VDC Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Vanguard Consumer Staples ETF (VDC) stake by 6.2% in Q2 2026, selling an estimated $174K and leaving 11,454 shares worth $2.58M. The position accounts for 0.82% of the portfolio, ranked #32.

Stonebridge Financial Planning Group first reported a position in VDC in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.16M in Q1 2022. 665 funds tracked by Wall St. Rank hold VDC as of Q2 2026.

  • Stonebridge Financial Planning Group held 11,454 shares of Vanguard Consumer Staples ETF worth $2.58M as of Q2 2026.
  • Stonebridge Financial Planning Group sold 763 Vanguard Consumer Staples ETF shares in Q2 2026, an estimated $174K.
  • Vanguard Consumer Staples ETF made up 0.82% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #32 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Consumer Staples ETF in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's Vanguard Consumer Staples ETF position peaked at $4.16M in Q1 2022.
  • 665 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.