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Cassaday & Co Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Cassaday & Co 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 		$61.1K Hold
154
– – ﹤0.01% 588
2026
Q1 		$55.3K Buy
+154
New +$59.4K ﹤0.01% 590

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

Cassaday & Co Wealth Management's VCR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 154 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Cassaday & Co Wealth Management first reported a position in VCR in Q1 2026 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Cassaday & Co Wealth Management held 154 shares of Vanguard Consumer Discretionary ETF worth $61.1K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Discretionary ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2026 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.