Avidian Wealth Enterprises’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Avidian Wealth Enterprises’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	$234K	Sell	589 -180	-23%	-$69.9K	0.01%	660
2026 Q1	$276K	Sell	769 -121	-14%	-$46.7K	0.01%	558
2025 Q4	$351K	Hold	890	–	–	0.01%	444
2025 Q3	$353K	Buy	890 +4	+0.5%	+$1.52K	0.01%	434
2025 Q2	$321K	Hold	886	–	–	0.01%	430
2025 Q1	$288K	Hold	886	–	–	0.01%	429
2024 Q4	$333K	Hold	886	–	–	0.01%	379
2024 Q3	$302K	Hold	886	–	–	0.01%	397
2024 Q2	$277K	Buy	+886	New	+$271K	0.01%	407

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

Avidian Wealth Enterprises's VCR Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 23% in Q2 2026, selling an estimated $69.9K and leaving 589 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #660.

Avidian Wealth Enterprises first reported a position in VCR in Q2 2024 and has held it in 9 quarters since. The position peaked at $353K in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Avidian Wealth Enterprises held 589 shares of Vanguard Consumer Discretionary ETF worth $234K as of Q2 2026.
Avidian Wealth Enterprises sold 180 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $69.9K.
Vanguard Consumer Discretionary ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #660 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 9 quarters since.
Avidian Wealth Enterprises's Vanguard Consumer Discretionary ETF position peaked at $353K in Q3 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.