CX Institutional’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

CX Institutional’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	$350K	Sell	883 -91	-9%	-$35.4K	0.01%	574
2026 Q1	$350K	Sell	974 -188	-16%	-$72.5K	0.01%	558
2025 Q4	$458K	Buy	1,162 +102	+10%	+$39.9K	0.01%	447
2025 Q3	$420K	Sell	1,060 -660	-38%	-$251K	0.01%	477
2025 Q2	$623K	Buy	1,720 +247	+17%	+$83.8K	0.02%	330
2025 Q1	$479K	Sell	1,473 -56	-4%	-$20.3K	0.02%	374
2024 Q4	$574K	Buy	+1,529	New	+$552K	0.02%	326
2024 Q3	–	Sell	-4,394	Closed	-$1.37M	–	594
2024 Q2	$1.37M	Buy	4,394 +2,095	+91%	+$642K	0.06%	231
2024 Q1	$730K	Buy	+2,299	New	+$701K	0.04%	319
2023 Q3	–	Sell	-3,587	Closed	-$1.02M	–	549
2023 Q2	$1.02M	Sell	3,587 -9,219	-72%	-$2.38M	0.05%	275
2023 Q1	$3.22M	Buy	12,806 +7,416	+138%	+$1.81M	0.17%	179
2022 Q4	$1.18M	Sell	5,390 -1,573	-23%	-$369K	0.07%	258
2022 Q3	$1.64M	Sell	6,963 -6,661	-49%	-$1.72M	0.11%	213
2022 Q2	$3.1M	Buy	13,624 +10,476	+333%	+$2.74M	0.23%	105
2022 Q1	$961K	Sell	3,148 -147	-4%	-$44.8K	0.08%	225
2021 Q4	$1.12M	Sell	3,295 -4,112	-56%	-$1.38M	0.09%	193
2021 Q3	$2.3M	Sell	7,407 -561	-7%	-$178K	0.19%	131
2021 Q2	$2.5M	Buy	7,968 +237	+3%	+$72.7K	0.21%	118
2021 Q1	$2.28M	Sell	7,731 -393	-5%	-$114K	0.2%	124
2020 Q4	$2.24M	Buy	8,124 +8,003	+6,614%	+$2.03M	0.22%	138
2020 Q3	$28K	Sell	121 -10,067	-99%	-$2.28M	﹤0.01%	482
2020 Q2	$2.04M	Sell	10,188 -730	-7%	-$132K	0.27%	95
2020 Q1	$1.59M	Buy	+10,918	New	+$1.96M	0.26%	79
2019 Q2	–	Sell	-4	Closed	-$1K	–	994
2019 Q1	$1K	Sell	4 -6,408	-100%	-$1.06M	﹤0.01%	772
2018 Q4	$965K	Buy	6,412 +2,236	+54%	+$362K	0.2%	89
2018 Q3	$754K	Buy	4,176 +984	+31%	+$174K	0.25%	89
2018 Q2	$541K	Buy	+3,192	New	+$527K	0.2%	93

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

CX Institutional's VCR Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 9.3% in Q2 2026, selling an estimated $35.4K and leaving 883 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #574.

CX Institutional first reported a position in VCR in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.22M in Q1 2023. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

CX Institutional held 883 shares of Vanguard Consumer Discretionary ETF worth $350K as of Q2 2026.
CX Institutional sold 91 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $35.4K.
Vanguard Consumer Discretionary ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #574 holding.
CX Institutional first reported a position in Vanguard Consumer Discretionary ETF in Q2 2018 and has held it in 27 quarters since.
CX Institutional's Vanguard Consumer Discretionary ETF position peaked at $3.22M in Q1 2023.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.