Financial Perspectives’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Financial Perspectives’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	$971K	Buy	2,448 +133	+6%	+$51.7K	0.24%	65
2026 Q1	$831K	Buy	2,315 +28	+1%	+$10.8K	0.23%	65
2025 Q4	$901K	Buy	2,287 +80	+4%	+$31.3K	0.24%	61
2025 Q3	$874K	Buy	2,207 +49	+2%	+$18.7K	0.24%	60
2025 Q2	$782K	Buy	2,158 +223	+12%	+$75.7K	0.24%	62
2025 Q1	$630K	Buy	1,935 +105	+6%	+$38K	0.22%	67
2024 Q4	$687K	Buy	1,830 +216	+13%	+$78K	0.23%	63
2024 Q3	$550K	Buy	1,614 +139	+9%	+$44.4K	0.19%	72
2024 Q2	$461K	Buy	1,475 +88	+6%	+$27K	0.17%	76
2024 Q1	$441K	Buy	1,387 +2	+0.1%	+$610	0.17%	78
2023 Q4	$422K	Sell	1,385 -24	-2%	-$6.69K	0.17%	74
2023 Q3	$380K	Buy	1,409 +54	+4%	+$15.3K	0.17%	75
2023 Q2	$384K	Buy	1,355 +67	+5%	+$17.3K	0.17%	77
2023 Q1	$325K	Buy	1,288 +282	+28%	+$68.7K	0.16%	86
2022 Q4	$220K	Buy	1,006 +248	+33%	+$58.1K	0.11%	112
2022 Q3	$178K	Buy	758 +76	+11%	+$19.7K	0.1%	126
2022 Q2	$155K	Buy	682 +89	+15%	+$23.2K	0.09%	134
2022 Q1	$181K	Buy	593 +78	+15%	+$23.8K	0.08%	138
2021 Q4	$175K	Buy	515 +24	+5%	+$8.06K	0.08%	135
2021 Q3	$152K	Buy	491 +64	+15%	+$20.3K	0.08%	141
2021 Q2	$134K	Buy	427 +283	+197%	+$86.8K	0.07%	159
2021 Q1	$42.5K	Buy	+144	New	+$41.8K	0.02%	262

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

Financial Perspectives's VCR Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Consumer Discretionary ETF (VCR) stake by 5.7% in Q2 2026, buying an estimated $51.7K and bringing the position to 2,448 shares worth $971K. The position accounts for 0.24% of the portfolio, ranked #65.

Financial Perspectives first reported a position in VCR in Q1 2021 and has held it in 22 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Financial Perspectives held 2,448 shares of Vanguard Consumer Discretionary ETF worth $971K as of Q2 2026.
Financial Perspectives bought 133 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $51.7K.
Vanguard Consumer Discretionary ETF made up 0.24% of Financial Perspectives's portfolio in Q2 2026, its #65 holding.
Financial Perspectives first reported a position in Vanguard Consumer Discretionary ETF in Q1 2021 and has held it in 22 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.