Evolution Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Evolution Wealth 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	$545K	Hold	1,375	–	–	0.06%	109
2026 Q1	$494K	Buy	1,375 +100	+8%	+$38.6K	0.05%	113
2025 Q4	$502K	Hold	1,275	–	–	0.05%	103
2025 Q3	$505K	Hold	1,275	–	–	0.07%	103
2025 Q2	$462K	Hold	1,275	–	–	0.07%	105
2025 Q1	$415K	Buy	1,275 +32	+3%	+$11.6K	0.07%	99
2024 Q4	$467K	Hold	1,243	–	–	0.08%	93
2024 Q3	$423K	Hold	1,243	–	–	0.08%	92
2024 Q2	$388K	Sell	1,243 -5	-0.4%	-$1.53K	0.08%	93
2024 Q1	$397K	Hold	1,248	–	–	0.08%	89
2023 Q4	$380K	Hold	1,248	–	–	0.08%	90
2023 Q3	$336K	Hold	1,248	–	–	0.08%	91
2023 Q2	$353K	Hold	1,248	–	–	0.08%	86
2023 Q1	$315K	Sell	1,248 -280	-18%	-$68.2K	0.08%	91
2022 Q4	$335K	Sell	1,528 -570	-27%	-$134K	0.08%	90
2022 Q3	$493K	Sell	2,098 -6,732	-76%	-$1.74M	0.14%	67
2022 Q2	$2.01M	Buy	+8,830	New	+$2.31M	0.51%	36
2019 Q1	–	Sell	-235	Closed	-$35K	–	152
2018 Q4	$35K	Buy	+235	New	+$38.1K	0.02%	106

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

Evolution Wealth Advisors's VCR Position: Q2 2026 in Review

Evolution Wealth Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 1,375 shares worth $545K. The position accounts for 0.06% of the portfolio, ranked #109.

Evolution Wealth Advisors first reported a position in VCR in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.01M in Q2 2022. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Evolution Wealth Advisors held 1,375 shares of Vanguard Consumer Discretionary ETF worth $545K as of Q2 2026.
Evolution Wealth Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.06% of Evolution Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Evolution Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2018 and has held it in 18 quarters since.
Evolution Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $2.01M in Q2 2022.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.