Empirical Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Empirical Wealth Management’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 Q1	–	Sell	-810	Closed	-$319K	–	1045
2025 Q4	$319K	Buy	810 +276	+52%	+$108K	0.01%	677
2025 Q3	$212K	Sell	534 -245	-31%	-$93.3K	﹤0.01%	739
2025 Q2	$282K	Buy	779 +110	+16%	+$37.3K	0.01%	549
2025 Q1	$218K	Buy	669 +100	+18%	+$36.2K	0.01%	592
2024 Q4	$214K	Buy	+569	New	+$205K	0.01%	566
2024 Q3	–	Sell	-643	Closed	-$201K	–	609
2024 Q2	$201K	Buy	+643	New	+$197K	0.01%	539

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Empirical Wealth Management's VCR Position: Q1 2026 in Review

Empirical Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2026, closing a stake of 810 shares — an estimated $319K sold.

Empirical Wealth Management first reported a position in VCR in Q2 2024 and held it in 6 quarters. The position peaked at $319K in Q4 2025. 551 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Empirical Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 810 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $319K.
Empirical Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and held it in 6 quarters.
Empirical Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $319K in Q4 2025.
551 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.