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Brookwood Investment Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Brookwood Investment Group’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 		$254K Sell
640
-35
-5% -$13.6K 0.03% 442
2026
Q1 		$242K Sell
675
-459
-40% -$177K 0.03% 442
2025
Q4 		$447K Sell
1,134
-46
-4% -$18K 0.05% 315
2025
Q3 		$467K Sell
1,180
-36
-3% -$13.7K 0.06% 281
2025
Q2 		$441K Buy
1,216
+325
+36% +$110K 0.07% 262
2025
Q1 		$290K Buy
+891
New +$323K 0.05% 322

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Brookwood Investment Group's VCR Position: Q2 2026 in Review

Brookwood Investment Group reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 5.2% in Q2 2026, selling an estimated $13.6K and leaving 640 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #442.

Brookwood Investment Group first reported a position in VCR in Q1 2025 and has held it in 6 quarters since. The position peaked at $467K in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Brookwood Investment Group held 640 shares of Vanguard Consumer Discretionary ETF worth $254K as of Q2 2026.
  • Brookwood Investment Group sold 35 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $13.6K.
  • Vanguard Consumer Discretionary ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #442 holding.
  • Brookwood Investment Group first reported a position in Vanguard Consumer Discretionary ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Vanguard Consumer Discretionary ETF position peaked at $467K in Q3 2025.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.