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 Q1	$55.3K	Buy	+154	New	+$59.4K	﹤0.01%	590

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

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

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

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

BCMIO

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cassaday & Co Wealth Management's VCR Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q1 2026: 154 shares worth $55.3K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings.

547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Cassaday & Co Wealth Management held 154 shares of Vanguard Consumer Discretionary ETF worth $55.3K as of Q1 2026.
Vanguard Consumer Discretionary ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #590 holding.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.