Aviso Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Aviso Wealth Management’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	$907K	Hold	2,286	–	–	0.31%	63
2026 Q1	$821K	Sell	2,286 -36	-2%	-$13.9K	0.37%	60
2025 Q4	$915K	Buy	2,322 +72	+3%	+$28.2K	0.38%	55
2025 Q3	$891K	Hold	2,250	–	–	0.39%	64
2025 Q2	$815K	Hold	2,250	–	–	0.38%	65
2025 Q1	$732K	Sell	2,250 -145	-6%	-$52.5K	0.39%	69
2024 Q4	$899K	Hold	2,395	–	–	0.46%	61
2024 Q3	$816K	Hold	2,395	–	–	0.44%	63
2024 Q2	$748K	Hold	2,395	–	–	0.44%	61
2024 Q1	$761K	Hold	2,395	–	–	0.48%	53
2023 Q4	$729K	Buy	+2,395	New	+$667K	0.53%	51

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

Aviso Wealth Management's VCR Position: Q2 2026 in Review

Aviso Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 2,286 shares worth $907K. The position accounts for 0.31% of the portfolio, ranked #63.

Aviso Wealth Management first reported a position in VCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $915K in Q4 2025. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Aviso Wealth Management held 2,286 shares of Vanguard Consumer Discretionary ETF worth $907K as of Q2 2026.
Aviso Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.31% of Aviso Wealth Management's portfolio in Q2 2026, its #63 holding.
Aviso Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $915K in Q4 2025.
577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.