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 Q3	$215K	Hold	589	–	–	0.01%	703
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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

Avidian Wealth Enterprises's VCR Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 589 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #703.

Avidian Wealth Enterprises first reported a position in VCR in Q2 2024 and has held it in 10 quarters since. The position peaked at $353K in Q3 2025. 23 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Avidian Wealth Enterprises held 589 shares of Vanguard Consumer Discretionary ETF worth $215K as of Q3 2026.
Avidian Wealth Enterprises left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #703 holding.
Avidian Wealth Enterprises first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 10 quarters since.
Avidian Wealth Enterprises's Vanguard Consumer Discretionary ETF position peaked at $353K in Q3 2025.
23 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.