DHJJ Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

DHJJ Financial Advisors’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	$159K	Hold	401	–	–	0.05%	247
2026 Q1	$144K	Hold	401	–	–	0.05%	243
2025 Q4	$158K	Sell	401 -55	-12%	-$21.5K	0.05%	217
2025 Q3	$181K	Hold	456	–	–	0.06%	183
2025 Q2	$165K	Sell	456 -25	-5%	-$8.48K	0.06%	190
2025 Q1	$157K	Sell	481 -36	-7%	-$13K	0.06%	175
2024 Q4	$194K	Buy	517 +36	+7%	+$13K	0.08%	158
2024 Q3	$164K	Hold	481	–	–	0.06%	165
2024 Q2	$150K	Sell	481 -25	-5%	-$7.66K	0.06%	164
2024 Q1	$161K	Buy	506 +40	+9%	+$12.2K	0.07%	157
2023 Q4	$142K	Buy	466 +40	+9%	+$11.1K	0.07%	163
2023 Q3	$115K	Buy	+426	New	+$121K	0.06%	172

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

DHJJ Financial Advisors's VCR Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 401 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #247.

DHJJ Financial Advisors first reported a position in VCR in Q3 2023 and has held it in 12 quarters since. The position peaked at $194K in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

DHJJ Financial Advisors held 401 shares of Vanguard Consumer Discretionary ETF worth $159K as of Q2 2026.
DHJJ Financial Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #247 holding.
DHJJ Financial Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Vanguard Consumer Discretionary ETF position peaked at $194K in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.