CVA Family Office’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

CVA Family Office’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	$129K	Hold	325	–	–	0.01%	424
2026 Q1	$117K	Hold	325	–	–	0.01%	423
2025 Q4	$128K	Hold	325	–	–	0.01%	370
2025 Q3	$129K	Hold	325	–	–	0.02%	374
2025 Q2	$118K	Hold	325	–	–	0.02%	378
2025 Q1	$106K	Hold	325	–	–	0.02%	380
2024 Q4	$122K	Hold	325	–	–	0.02%	349
2024 Q3	$111K	Hold	325	–	–	0.02%	352
2024 Q2	$102K	Hold	325	–	–	0.02%	349
2024 Q1	$103K	Hold	325	–	–	0.02%	349
2023 Q4	$99K	Buy	+325	New	+$90.6K	0.02%	335
2023 Q3	–	Sell	-325	Closed	-$92K	–	911
2023 Q2	$92K	Sell	325 -69	-18%	-$17.8K	0.02%	319
2023 Q1	$99.5K	Buy	394 +69	+21%	+$16.8K	0.02%	315
2022 Q4	$71.2K	Hold	325	–	–	0.02%	339
2022 Q3	$76K	Hold	325	–	–	0.02%	281
2022 Q2	$74K	Hold	325	–	–	0.02%	286
2022 Q1	$99K	Hold	325	–	–	0.02%	262
2021 Q4	$111K	Buy	+325	New	+$109K	0.03%	234
2021 Q3	–	Sell	-325	Closed	-$102K	–	861
2021 Q2	$102K	Buy	325 +125	+63%	+$38.3K	0.03%	241
2021 Q1	$59K	Hold	200	–	–	0.02%	258
2020 Q4	$55K	Buy	+200	New	+$50.8K	0.03%	185

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

CVA Family Office's VCR Position: Q2 2026 in Review

CVA Family Office held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 325 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #424.

CVA Family Office first reported a position in VCR in Q4 2020 and has held it in 21 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

CVA Family Office held 325 shares of Vanguard Consumer Discretionary ETF worth $129K as of Q2 2026.
CVA Family Office left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #424 holding.
CVA Family Office first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 21 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.