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

Axxcess 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	$3.78M	Sell	9,538 -176	-2%	-$68.4K	0.06%	278
2026 Q1	$3.49M	Sell	9,714 -554	-5%	-$214K	0.11%	156
2025 Q4	$4.05M	Sell	10,268 -481	-4%	-$188K	0.07%	247
2025 Q3	$4.26M	Buy	10,749 +101	+0.9%	+$38.5K	0.09%	178
2025 Q2	$3.86M	Sell	10,648 -3,203	-23%	-$1.09M	0.09%	178
2025 Q1	$4.51M	Sell	13,851 -633	-4%	-$229K	0.12%	146
2024 Q4	$5.44M	Buy	14,484 +159	+1%	+$57.4K	0.13%	132
2024 Q3	$4.88M	Buy	14,325 +457	+3%	+$146K	0.12%	141
2024 Q2	$4.33M	Buy	13,868 +569	+4%	+$174K	0.11%	148
2024 Q1	$4.23M	Buy	13,299 +578	+5%	+$176K	0.12%	148
2023 Q4	$3.87M	Buy	12,721 +278	+2%	+$77.5K	0.11%	150
2023 Q3	$3.35M	Buy	+12,443	New	+$3.53M	0.11%	138

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

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

Axxcess Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 1.8% in Q2 2026, selling an estimated $68.4K and leaving 9,538 shares worth $3.78M. The position accounts for 0.06% of the portfolio, ranked #278.

Axxcess Wealth Management first reported a position in VCR in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.44M in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Axxcess Wealth Management held 9,538 shares of Vanguard Consumer Discretionary ETF worth $3.78M as of Q2 2026.
Axxcess Wealth Management sold 176 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $68.4K.
Vanguard Consumer Discretionary ETF made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #278 holding.
Axxcess Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2023 and has held it in 12 quarters since.
Axxcess Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $5.44M in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.