Comprehensive Financial Planning’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Comprehensive Financial Planning’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	$90.2K	Hold	227	–	–	0.05%	146
2026 Q1	$81.5K	Sell	227 -52	-19%	-$20.1K	0.06%	132
2025 Q4	$110K	Hold	279	–	–	0.07%	124
2025 Q3	$111K	Sell	279 -10	-3%	-$3.81K	0.08%	124
2025 Q2	$105K	Sell	289 -445	-61%	-$151K	0.08%	121
2025 Q1	$239K	Sell	734 -50	-6%	-$18.1K	0.23%	76
2024 Q4	$294K	Buy	+784	New	+$283K	0.25%	74

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

Comprehensive Financial Planning's VCR Position: Q2 2026 in Review

Comprehensive Financial Planning held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 227 shares worth $90.2K. The position accounts for 0.05% of the portfolio, ranked #146.

Comprehensive Financial Planning first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Comprehensive Financial Planning held 227 shares of Vanguard Consumer Discretionary ETF worth $90.2K as of Q2 2026.
Comprehensive Financial Planning left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.05% of Comprehensive Financial Planning's portfolio in Q2 2026, its #146 holding.
Comprehensive Financial Planning first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Vanguard Consumer Discretionary ETF position peaked at $294K in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.