Dynamic Advisor Solutions
VCR icon

Dynamic Advisor Solutions’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Dynamic Advisor Solutions’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 		$241K Sell
662
-38
-5% -$14.7K 0.01% 909
2026
Q2 		$278K Buy
+700
New +$272K 0.01% 889

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Concurrent Investment Advisors
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
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return
JIG
Junk Investment Group Hunt Valley, Maryland $241M AUM
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Dynamic Advisor Solutions's VCR Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 5.4% in Q3 2026, selling an estimated $14.7K and leaving 662 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #909.

Dynamic Advisor Solutions first reported a position in VCR in Q2 2026 and has held it in 2 quarters since. The position peaked at $278K in Q2 2026. 104 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

  • Dynamic Advisor Solutions held 662 shares of Vanguard Consumer Discretionary ETF worth $241K as of Q3 2026.
  • Dynamic Advisor Solutions sold 38 Vanguard Consumer Discretionary ETF shares in Q3 2026, an estimated $14.7K.
  • Vanguard Consumer Discretionary ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #909 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Consumer Discretionary ETF in Q2 2026 and has held it in 2 quarters since.
  • Dynamic Advisor Solutions's Vanguard Consumer Discretionary ETF position peaked at $278K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.