Bordeaux Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bordeaux Wealth 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
2025 Q2	$3.41M	Buy	9,406 +9	+0.1%	+$3.05K	0.44%	30
2025 Q1	$3.06M	Sell	9,397 -98	-1%	-$35.5K	0.57%	33
2024 Q4	$3.56M	Sell	9,495 -299	-3%	-$108K	0.57%	28
2024 Q3	$3.33M	Buy	9,794 +8	+0.1%	+$2.55K	0.6%	31
2024 Q2	$3.06M	Buy	+9,786	New	+$3M	0.58%	33

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bordeaux Wealth Advisors's VCR Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.1% in Q2 2025, buying an estimated $3.05K and bringing the position to 9,406 shares worth $3.41M. The position accounts for 0.44% of the portfolio, ranked #30.

Bordeaux Wealth Advisors first reported a position in VCR in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.56M in Q4 2024. 514 funds tracked by Wall St. Rank hold VCR as of Q2 2025.

Bordeaux Wealth Advisors held 9,406 shares of Vanguard Consumer Discretionary ETF worth $3.41M as of Q2 2025.
Bordeaux Wealth Advisors bought 9 Vanguard Consumer Discretionary ETF shares in Q2 2025, an estimated $3.05K.
Vanguard Consumer Discretionary ETF made up 0.44% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #30 holding.
Bordeaux Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 5 quarters since.
Bordeaux Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $3.56M in Q4 2024.
514 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.