Fiduciary Financial Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Fiduciary Financial Group’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	$238K	Hold	600	–	–	0.03%	341
2026 Q1	$215K	Hold	600	–	–	0.03%	332
2025 Q4	$236K	Hold	600	–	–	0.03%	298
2025 Q3	$238K	Hold	600	–	–	0.04%	280
2025 Q2	$218K	Buy	+600	New	+$204K	0.04%	282
2025 Q1	–	Sell	-600	Closed	-$223K	–	320
2024 Q4	$223K	Hold	600	–	–	0.05%	254
2024 Q3	$200K	Buy	+600	New	+$192K	0.05%	253

Other funds holding VCR

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Fiduciary Financial Group's VCR Position: Q2 2026 in Review

Fiduciary Financial Group held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 600 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #341.

Fiduciary Financial Group first reported a position in VCR in Q3 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Fiduciary Financial Group held 600 shares of Vanguard Consumer Discretionary ETF worth $238K as of Q2 2026.
Fiduciary Financial Group left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #341 holding.
Fiduciary Financial Group first reported a position in Vanguard Consumer Discretionary ETF in Q3 2024 and has held it in 7 quarters since.
260 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.