Brandywine Oak Private Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Brandywine Oak Private Wealth’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	$214K	Sell	539 -86	-14%	-$33.4K	0.02%	234
2026 Q1	$224K	Sell	625 -49	-7%	-$18.9K	0.02%	213
2025 Q4	$265K	Sell	674 -3	-0.4%	-$1.17K	0.02%	207
2025 Q3	$268K	Sell	677 -11	-2%	-$4.19K	0.02%	207
2025 Q2	$249K	Buy	688 +11	+2%	+$3.73K	0.02%	207
2025 Q1	$220K	Hold	677	–	–	0.02%	211
2024 Q4	$254K	Sell	677 -507	-43%	-$183K	0.02%	199
2024 Q3	$403K	Sell	1,184 -6	-0.5%	-$1.92K	0.04%	167
2024 Q2	$372K	Sell	1,190 -8	-0.7%	-$2.45K	0.04%	170
2024 Q1	$381K	Hold	1,198	–	–	0.04%	171
2023 Q4	$365K	Sell	1,198 -125	-9%	-$34.8K	0.04%	172
2023 Q3	$356K	Hold	1,323	–	–	0.04%	172
2023 Q2	$375K	Sell	1,323 -20	-1%	-$5.16K	0.04%	178
2023 Q1	$339K	Sell	1,343 -102	-7%	-$24.8K	0.04%	187
2022 Q4	$316K	Sell	1,445 -1,138	-44%	-$267K	0.04%	193
2022 Q3	$607K	Sell	2,583 -201	-7%	-$52K	0.08%	135
2022 Q2	$633K	Sell	2,784 -48,911	-95%	-$12.8M	0.08%	146
2022 Q1	$15.8M	Buy	51,695 +1,479	+3%	+$450K	1.8%	17
2021 Q4	$17M	Sell	50,216 -7,474	-13%	-$2.51M	1.85%	16
2021 Q3	$17.6M	Buy	57,690 +435	+0.8%	+$138K	2.04%	15
2021 Q2	$18M	Sell	57,255 -6,137	-10%	-$1.88M	2.1%	16
2021 Q1	$18.7M	Sell	63,392 -709	-1%	-$206K	2.76%	11
2020 Q4	$17.6M	Buy	64,101 +879	+1%	+$223K	2.69%	10
2020 Q3	$14.8M	Buy	63,222 +10,820	+21%	+$2.45M	2.48%	11
2020 Q2	$10.5M	Sell	52,402 -4,226	-7%	-$762K	1.86%	16
2020 Q1	$8.24M	Sell	56,628 -1,681	-3%	-$301K	1.7%	18
2019 Q4	$11M	Sell	58,309 -190	-0.3%	-$34.8K	2.01%	14
2019 Q3	$10.5M	Buy	58,499 +1,557	+3%	+$281K	2%	15
2019 Q2	$10.2M	Buy	56,942 +1,054	+2%	+$186K	2.04%	15
2019 Q1	$9.63M	Buy	55,888 +6,719	+14%	+$1.11M	2.01%	16
2018 Q4	$7.5M	Buy	+49,169	New	+$7.97M	1.69%	16

Other funds holding VCR

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Brandywine Oak Private Wealth's VCR Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 14% in Q2 2026, selling an estimated $33.4K and leaving 539 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #234.

Brandywine Oak Private Wealth first reported a position in VCR in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.7M in Q1 2021. 263 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Brandywine Oak Private Wealth held 539 shares of Vanguard Consumer Discretionary ETF worth $214K as of Q2 2026.
Brandywine Oak Private Wealth sold 86 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $33.4K.
Vanguard Consumer Discretionary ETF made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #234 holding.
Brandywine Oak Private Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Vanguard Consumer Discretionary ETF position peaked at $18.7M in Q1 2021.
263 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.