Bernardo Wealth Planning’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bernardo Wealth Planning’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	$262K	Hold	660	–	–	0.04%	117
2026 Q1	$237K	Hold	660	–	–	0.05%	112
2025 Q4	$260K	Hold	660	–	–	0.05%	110
2025 Q3	$261K	Hold	660	–	–	0.05%	104
2025 Q2	$239K	Buy	+660	New	+$224K	0.05%	107

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

Bernardo Wealth Planning's VCR Position: Q2 2026 in Review

Bernardo Wealth Planning held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 660 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #117.

Bernardo Wealth Planning first reported a position in VCR in Q2 2025 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Bernardo Wealth Planning held 660 shares of Vanguard Consumer Discretionary ETF worth $262K as of Q2 2026.
Bernardo Wealth Planning left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #117 holding.
Bernardo Wealth Planning first reported a position in Vanguard Consumer Discretionary ETF in Q2 2025 and has held it in 5 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.