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Axiom Financial Strategies’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Axiom Financial Strategies’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 		– Sell
-5,455
Closed -$2.15M – 40
2025
Q4 		$2.15M Buy
5,455
+8
+0.1% +$3.13K 0.9% 22
2025
Q3 		$2.16M Sell
5,447
-7,029
-56% -$2.68M 0.93% 22
2025
Q2 		$4.52M Sell
12,476
-424
-3% -$144K 2.52% 13
2025
Q1 		$4.2M Buy
12,900
+2,251
+21% +$815K 2.49% 13
2024
Q4 		$4M Sell
10,649
-639
-6% -$231K 2.23% 16
2024
Q3 		$3.84M Buy
11,288
+277
+3% +$88.4K 2.03% 15
2024
Q2 		$3.44M Buy
11,011
+123
+1% +$37.7K 2.23% 16
2024
Q1 		$3.46M Sell
10,888
-111
-1% -$33.9K 2.2% 16
2023
Q4 		$3.35M Sell
10,999
-42
-0.4% -$11.7K 2.17% 16
2023
Q3 		$2.97M Sell
11,041
-2,444
-18% -$694K 2% 17
2023
Q2 		$3.82M Sell
13,485
-1,213
-8% -$313K 2.19% 19
2023
Q1 		$3.71M Buy
14,698
+447
+3% +$109K 2.06% 18
2022
Q4 		$3.12M Buy
14,251
+160
+1% +$37.5K 1.96% 20
2022
Q3 		$3.31M Sell
14,091
-4,507
-24% -$1.17M 1.76% 18
2022
Q2 		$4.23M Sell
18,598
-203
-1% -$53K 2.23% 15
2022
Q1 		$5.02M Buy
18,801
+748
+4% +$228K 2.53% 13
2021
Q4 		$6.15M Buy
18,053
+1,201
+7% +$403K 2.79% 13
2021
Q3 		$5.22M Sell
16,852
-2,023
-11% -$642K 2.46% 13
2021
Q2 		$5.93M Buy
18,875
+1,094
+6% +$335K 2.73% 9
2021
Q1 		$5.25M Sell
17,781
-693
-4% -$201K 2.58% 11
2020
Q4 		$4.33M Hold
18,474
– – 2.6% 13
2020
Q3 		$4.33M Sell
18,474
-1,978
-10% -$449K 2.6% 13
2020
Q2 		$4.09M Buy
20,452
+791
+4% +$143K 2.67% 12
2020
Q1 		$2.86M Buy
+19,661
New +$3.52M 2.31% 14

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Axiom Financial Strategies's VCR Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2026, closing a stake of 5,455 shares — an estimated $2.15M sold.

Axiom Financial Strategies first reported a position in VCR in Q1 2020 and held it in 24 quarters. The position peaked at $6.15M in Q4 2021. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 5,455 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $2.15M.
  • Axiom Financial Strategies first reported a position in Vanguard Consumer Discretionary ETF in Q1 2020 and held it in 24 quarters.
  • Axiom Financial Strategies's Vanguard Consumer Discretionary ETF position peaked at $6.15M in Q4 2021.
  • 547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.