Daymark Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Daymark Wealth Partners’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	$1.72M	Sell	4,709 -135	-3%	-$52.3K	0.04%	275
2026 Q2	$1.92M	Sell	4,844 -38	-0.8%	-$14.8K	0.05%	251
2026 Q1	$1.75M	Sell	4,882 -404	-8%	-$156K	0.06%	228
2025 Q4	$2.08M	Sell	5,286 -327	-6%	-$128K	0.07%	189
2025 Q3	$2.22M	Sell	5,613 -938	-14%	-$357K	0.08%	181
2025 Q2	$2.37M	Sell	6,551 -1,579	-19%	-$536K	0.09%	168
2025 Q1	$2.65M	Sell	8,130 -1,057	-12%	-$383K	0.11%	144
2024 Q4	$3.45M	Sell	9,187 -554	-6%	-$200K	0.15%	117
2024 Q3	$3.32M	Sell	9,741 -683	-7%	-$218K	0.14%	127
2024 Q2	$3.26M	Buy	+10,424	New	+$3.19M	0.15%	120

Other funds holding VCR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Daymark Wealth Partners's VCR Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 2.8% in Q3 2026, selling an estimated $52.3K and leaving 4,709 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #275.

Daymark Wealth Partners first reported a position in VCR in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.45M in Q4 2024. 481 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Daymark Wealth Partners held 4,709 shares of Vanguard Consumer Discretionary ETF worth $1.72M as of Q3 2026.
Daymark Wealth Partners sold 135 Vanguard Consumer Discretionary ETF shares in Q3 2026, an estimated $52.3K.
Vanguard Consumer Discretionary ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q3 2026, its #275 holding.
Daymark Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 10 quarters since.
Daymark Wealth Partners's Vanguard Consumer Discretionary ETF position peaked at $3.45M in Q4 2024.
481 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.