CBIZ Investment Advisory Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

CBIZ Investment Advisory Services’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	$3.59K	Hold	10	–	–	﹤0.01%	265
2026 Q1	$3.59K	Hold	10	–	–	﹤0.01%	265
2025 Q4	$3.94K	Buy	+10	New	+$3.91K	﹤0.01%	551

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

CBIZ Investment Advisory Services's VCR Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 10 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

CBIZ Investment Advisory Services first reported a position in VCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.94K in Q4 2025. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

CBIZ Investment Advisory Services held 10 shares of Vanguard Consumer Discretionary ETF worth $3.59K as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #265 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Consumer Discretionary ETF in Q4 2025 and has held it in 3 quarters since.
CBIZ Investment Advisory Services's Vanguard Consumer Discretionary ETF position peaked at $3.94K in Q4 2025.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.