Bullock Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bullock Wealth 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	$142K	Buy	357 +1	+0.3%	+$389	0.06%	198
2026 Q1	$129K	Hold	356	–	–	0.06%	199
2025 Q4	$140K	Hold	356	–	–	0.07%	192
2025 Q3	$142K	Hold	356	–	–	0.07%	185
2025 Q2	$129K	Buy	356 +1	+0.3%	+$339	0.07%	181
2025 Q1	$117K	Hold	355	–	–	0.07%	189
2024 Q4	$133K	Sell	355 -4	-1%	-$1.44K	0.08%	183
2024 Q3	$122K	Hold	359	–	–	0.07%	178
2024 Q2	$112K	Sell	359 -36	-9%	-$11K	0.07%	178
2024 Q1	$125K	Buy	+395	New	+$121K	0.08%	170

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

Bullock Wealth Management's VCR Position: Q2 2026 in Review

Bullock Wealth Management increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.28% in Q2 2026, buying an estimated $389 and bringing the position to 357 shares worth $142K. The position accounts for 0.06% of the portfolio, ranked #198.

Bullock Wealth Management first reported a position in VCR in Q1 2024 and has held it in 10 quarters since. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Bullock Wealth Management held 357 shares of Vanguard Consumer Discretionary ETF worth $142K as of Q2 2026.
Bullock Wealth Management bought 1 Vanguard Consumer Discretionary ETF share in Q2 2026, an estimated $389.
Vanguard Consumer Discretionary ETF made up 0.06% of Bullock Wealth Management's portfolio in Q2 2026, its #198 holding.
Bullock Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2024 and has held it in 10 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.