If I had to guess, I'd bet they are going to use the excuse of the VDH and Pixar openings to delay the VGC remodel as they could say, we just cant have non-stop construction in that path from
Pixar Place to the park side of the VGC wing of Grand Cal with no breaks. Got to let those cash rate customers enjoy that walkway into DCA. Also, I don't think they want to make VGC too awesome while they are just taking off the plastic wrap of the VDH interiors. If we are lucky, September 2024. If not, very early 2025...
I think the dark horse option is relocating guests. With how much of VDH is currently declared (~22%), there's ample undeclared VDH inventory to dip into to give VGC guests a replacement room. Whatever business arrangement needs to be done to go from
DVC units to not-yet-DVC units seems negotiable, especially if they think there's a marketing element of it ("look how great VDH is, don't you want to buy now!?").
And while VGC has more 1BR/2BR than VDH, they don't have to take down all of VGC at once, they can go floor by floor and just relocate ~4 rooms per category to VDH at a time. By going floor-by-floor (or 2 at a time), they can keep most of the "I refuse" guests at VGC and only move over those that are willing/understanding. If they really needed to, they
might even be able to take vocally-disappointed-they-don't-get-a-balcony VGC Studio guests and put them into a VDH 1BR.
The complicated category would be the Grand Villas. VDH GVs are arguably nicer, but there's also only 2 (same as VGC) and 1 is already in the points inventory. And both VGC GVs are on the same floor(s), IIRC. Would need some access to signature suites inventory at GCH, I suppose.
This option gives them maximum timeline flexibility as they don't have to worry about removing inventory 11m in advance, as long as they do it before VDH is mostly declared.
In terms of my monitoring, it would be invisible as they'd be taking from the cash inventory of VDH, which I don't/can't monitor.