Vertex Planning Partners, LLC Vanguard Consumer Staples ETF Transaction History
Vertex Planning Partners, LLC
- $521 Billion
- Q3 2025
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,950 shares of VDC stock, worth $410,670. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,950
Previous 1,950
-0.0%
Holding current value
$410,670
Previous $427 Million
2.41%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding VDC
# of Institutions
685Shares Held
15.7MCall Options Held
10.8KPut Options Held
3.5K-
Bank Of America Corp Charlotte, NC3.86MShares$813 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC844KShares$178 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH789KShares$166 Million0.08% of portfolio
-
Morgan Stanley New York, NY567KShares$119 Million0.01% of portfolio
-
Beacon Capital Management, Inc.499KShares$105 Million5.55% of portfolio