Avantax Planning Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Avantax Planning Partners’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$503K	Sell	1,269 -153	-11%	-$59.5K	0.01%	291
2026 Q1	$511K	Buy	1,422 +535	+60%	+$206K	0.01%	276
2025 Q4	$349K	Buy	+887	New	+$347K	0.01%	327
2018 Q4	–	Sell	-291	Closed	-$52K	–	1156
2018 Q3	$52K	Buy	+291	New	+$51.4K	﹤0.01%	479
2018 Q2	–	Sell	-289	Closed	-$46K	–	1431
2018 Q1	$46K	Buy	+289	New	+$47.3K	﹤0.01%	548
2017 Q4	–	Sell	-3,114	Closed	-$446K	–	356
2017 Q3	$446K	Sell	3,114 -571	-15%	-$81.2K	0.04%	219
2017 Q2	$523K	Hold	3,685	–	–	0.04%	184
2017 Q1	$510K	Hold	3,685	–	–	0.05%	177
2016 Q4	$474K	Buy	+3,685	New	+$468K	0.05%	169

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Avantax Planning Partners's VCR Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 11% in Q2 2026, selling an estimated $59.5K and leaving 1,269 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #291.

Avantax Planning Partners first reported a position in VCR in Q4 2016 and has held it in 9 quarters since. The position peaked at $523K in Q2 2017. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Avantax Planning Partners held 1,269 shares of Vanguard Consumer Discretionary ETF worth $503K as of Q2 2026.
Avantax Planning Partners sold 153 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $59.5K.
Vanguard Consumer Discretionary ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #291 holding.
Avantax Planning Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2016 and has held it in 9 quarters since.
Avantax Planning Partners's Vanguard Consumer Discretionary ETF position peaked at $523K in Q2 2017.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.