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

Evolution 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
Q2 		$5.4K Hold
14
– – ﹤0.01% 690
2026
Q1 		$4.88K Hold
14
– – ﹤0.01% 634
2025
Q4 		$5.34K Hold
14
– – ﹤0.01% 541
2025
Q3 		$5.37K Buy
+14
New +$5.33K 0.01% 445

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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 Management's VCR Position: Q2 2026 in Review

Evolution Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 14 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Evolution Wealth Management first reported a position in VCR in Q3 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Evolution Wealth Management held 14 shares of Vanguard Consumer Discretionary ETF worth $5.4K as of Q2 2026.
  • Evolution Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Discretionary ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #690 holding.
  • Evolution Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2025 and has held it in 4 quarters since.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.