Beacon Pointe Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Beacon Pointe Advisors’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	$928K	Sell	2,341 -89	-4%	-$34.6K	﹤0.01%	1068
2026 Q1	$872K	Sell	2,430 -1,828	-43%	-$705K	﹤0.01%	1052
2025 Q4	$1.68M	Buy	4,258 +1,604	+60%	+$628K	0.01%	664
2025 Q3	$1.05M	Buy	+2,654	New	+$1.01M	0.01%	743
2025 Q1	–	Sell	-545	Closed	-$205K	–	1268
2024 Q4	$205K	Buy	+545	New	+$197K	﹤0.01%	1137
2024 Q3	–	Sell	-827	Closed	-$258K	–	1316
2024 Q2	$258K	Sell	827 -420	-34%	-$129K	﹤0.01%	1094
2024 Q1	$396K	Buy	1,247 +342	+38%	+$104K	﹤0.01%	1003
2023 Q4	$276K	Sell	905 -50	-5%	-$13.9K	﹤0.01%	1105
2023 Q3	$257K	Buy	+955	New	+$271K	﹤0.01%	1134
2022 Q2	–	Sell	-1,059	Closed	-$323K	–	1221
2022 Q1	$323K	Buy	+1,059	New	+$323K	﹤0.01%	957

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

Beacon Pointe Advisors's VCR Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 3.7% in Q2 2026, selling an estimated $34.6K and leaving 2,341 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Beacon Pointe Advisors first reported a position in VCR in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.68M in Q4 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Beacon Pointe Advisors held 2,341 shares of Vanguard Consumer Discretionary ETF worth $928K as of Q2 2026.
Beacon Pointe Advisors sold 89 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $34.6K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1068 holding.
Beacon Pointe Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2022 and has held it in 10 quarters since.
Beacon Pointe Advisors's Vanguard Consumer Discretionary ETF position peaked at $1.68M in Q4 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.