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 Q3	$322K	Hold	883	–	–	0.01%	607
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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Junk Investment Group Hunt Valley, Maryland $241M AUM

CX Institutional's VCR Position: Q3 2026 in Review

CX Institutional held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 883 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #607.

CX Institutional first reported a position in VCR in Q2 2018 and has held it in 28 quarters since. The position peaked at $3.22M in Q1 2023. 152 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

CX Institutional held 883 shares of Vanguard Consumer Discretionary ETF worth $322K as of Q3 2026.
CX Institutional left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #607 holding.
CX Institutional first reported a position in Vanguard Consumer Discretionary ETF in Q2 2018 and has held it in 28 quarters since.
CX Institutional's Vanguard Consumer Discretionary ETF position peaked at $3.22M in Q1 2023.
152 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.