Vertex Planning Partners’s Vanguard Consumer Staples ETF VDC Stock Holding History

Vertex Planning Partners’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 Q1	$438K	Hold	1,950	–	–	0.09%	84
2025 Q4	$412K	Hold	1,950	–	–	0.1%	84
2025 Q3	$417K	Hold	1,950	–	–	0.08%	129
2025 Q2	$427K	Hold	1,950	–	–	0.09%	121
2025 Q1	$427K	Hold	1,950	–	–	0.09%	116
2024 Q4	$412K	Hold	1,950	–	–	0.09%	123
2024 Q3	$426K	Hold	1,950	–	–	0.1%	103
2024 Q2	$396K	Hold	1,950	–	–	0.1%	103
2024 Q1	$398K	Hold	1,950	–	–	0.11%	106
2023 Q4	$372K	Hold	1,950	–	–	0.11%	105
2023 Q3	$356K	Hold	1,950	–	–	0.12%	89
2023 Q2	$379K	Hold	1,950	–	–	0.13%	82
2023 Q1	$377K	Hold	1,950	–	–	0.14%	76
2022 Q4	$374K	Buy	+1,950	New	+$367K	0.15%	88

Other funds holding VDC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vertex Planning Partners's VDC Position: Q1 2026 in Review

Vertex Planning Partners held its Vanguard Consumer Staples ETF (VDC) position steady in Q1 2026 at 1,950 shares worth $438K. The position accounts for 0.09% of the portfolio, ranked #84.

Vertex Planning Partners first reported a position in VDC in Q4 2022 and has held it in 14 quarters since. 627 funds tracked by Wall St. Rank hold VDC as of Q1 2026.

Vertex Planning Partners held 1,950 shares of Vanguard Consumer Staples ETF worth $438K as of Q1 2026.
Vertex Planning Partners left its Vanguard Consumer Staples ETF share count unchanged in Q1 2026.
Vanguard Consumer Staples ETF made up 0.09% of Vertex Planning Partners's portfolio in Q1 2026, its #84 holding.
Vertex Planning Partners first reported a position in Vanguard Consumer Staples ETF in Q4 2022 and has held it in 14 quarters since.
627 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.