Beaumont Asset Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Beaumont Asset 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	$726K	Sell	1,831 -4	-0.2%	-$1.55K	0.28%	51
2026 Q1	$659K	Sell	1,835 -463	-20%	-$179K	0.3%	49
2025 Q4	$905K	Sell	2,298 -35	-2%	-$13.7K	0.45%	35
2025 Q3	$924K	Sell	2,333 -49	-2%	-$18.7K	0.47%	39
2025 Q2	$863K	Buy	2,382 +1,531	+180%	+$520K	0.46%	38
2025 Q1	$277K	Buy	851 +23	+3%	+$8.33K	0.17%	64
2024 Q4	$311K	Sell	828 -19	-2%	-$6.86K	0.18%	58
2024 Q3	$288K	Sell	847 -12	-1%	-$3.83K	0.17%	60
2024 Q2	$268K	Buy	859 +4	+0.5%	+$1.23K	0.17%	64
2024 Q1	$272K	Buy	855 +15	+2%	+$4.58K	0.18%	63
2023 Q4	$256K	Sell	840 -2	-0.2%	-$557	0.18%	62
2023 Q3	$227K	Buy	842 +1	+0.1%	+$284	0.19%	60
2023 Q2	$238K	Sell	841 -22	-3%	-$5.67K	0.18%	63
2023 Q1	$218K	Buy	+863	New	+$210K	0.16%	70

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

Beaumont Asset Management's VCR Position: Q2 2026 in Review

Beaumont Asset Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 0.22% in Q2 2026, selling an estimated $1.55K and leaving 1,831 shares worth $726K. The position accounts for 0.28% of the portfolio, ranked #51.

Beaumont Asset Management first reported a position in VCR in Q1 2023 and has held it in 14 quarters since. The position peaked at $924K in Q3 2025. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Beaumont Asset Management held 1,831 shares of Vanguard Consumer Discretionary ETF worth $726K as of Q2 2026.
Beaumont Asset Management sold 4 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $1.55K.
Vanguard Consumer Discretionary ETF made up 0.28% of Beaumont Asset Management's portfolio in Q2 2026, its #51 holding.
Beaumont Asset Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2023 and has held it in 14 quarters since.
Beaumont Asset Management's Vanguard Consumer Discretionary ETF position peaked at $924K in Q3 2025.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.