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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aviso Wealth Management's VCR Position: Q1 2026 in Review

Aviso Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 1.6% in Q1 2026, selling an estimated $13.9K and leaving 2,286 shares worth $821K. The position accounts for 0.37% of the portfolio, ranked #60.

Aviso Wealth Management first reported a position in VCR in Q4 2023 and has held it in 10 quarters since. The position peaked at $915K in Q4 2025. 548 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Aviso Wealth Management held 2,286 shares of Vanguard Consumer Discretionary ETF worth $821K as of Q1 2026.
Aviso Wealth Management sold 36 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $13.9K.
Vanguard Consumer Discretionary ETF made up 0.37% of Aviso Wealth Management's portfolio in Q1 2026, its #60 holding.
Aviso Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $915K in Q4 2025.
548 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.