Fort Point Capital Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Fort Point Capital Partners’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	$245K	Hold	618	–	–	0.02%	232
2026 Q1	$222K	Sell	618 -3	-0.5%	-$1.16K	0.03%	216
2025 Q4	$253K	Hold	621	–	–	0.03%	210
2025 Q3	$246K	Sell	621 -63	-9%	-$24K	0.03%	199
2025 Q2	$248K	Sell	684 -12	-2%	-$4.07K	0.02%	297
2025 Q1	$227K	Sell	696 -2	-0.3%	-$724	0.03%	292
2024 Q4	$262K	Sell	698 -3	-0.4%	-$1.08K	0.03%	273
2024 Q3	$239K	Sell	701 -1	-0.1%	-$319	0.03%	260
2024 Q2	$219K	Hold	702	–	–	0.03%	291
2024 Q1	$223K	Sell	702 -17	-2%	-$5.19K	0.03%	297
2023 Q4	$219K	Sell	719 -39	-5%	-$10.9K	0.03%	273
2023 Q3	$204K	Sell	758 -558	-42%	-$158K	0.03%	257
2023 Q2	$373K	Hold	1,316	–	–	0.05%	192
2023 Q1	$332K	Sell	1,316 -49	-4%	-$11.9K	0.05%	208
2022 Q4	$299K	Sell	1,365 -123	-8%	-$28.8K	0.05%	209
2022 Q3	$350K	Hold	1,488	–	–	0.06%	184
2022 Q2	$338K	Sell	1,488 -76	-5%	-$19.8K	0.06%	205
2022 Q1	$477K	Buy	1,564 +35	+2%	+$10.7K	0.07%	179
2021 Q4	$521K	Sell	1,529 -32	-2%	-$10.7K	0.07%	158
2021 Q3	$484K	Buy	1,561 +14	+0.9%	+$4.44K	0.07%	148
2021 Q2	$486K	Buy	1,547 +243	+19%	+$74.5K	0.09%	101
2021 Q1	$385K	Sell	1,304 -1,012	-44%	-$294K	0.08%	110
2020 Q4	$637K	Buy	+2,316	New	+$588K	0.15%	77

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

Fort Point Capital Partners's VCR Position: Q2 2026 in Review

Fort Point Capital Partners held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 618 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #232.

Fort Point Capital Partners first reported a position in VCR in Q4 2020 and has held it in 23 quarters since. The position peaked at $637K in Q4 2020. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Fort Point Capital Partners held 618 shares of Vanguard Consumer Discretionary ETF worth $245K as of Q2 2026.
Fort Point Capital Partners left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.02% of Fort Point Capital Partners's portfolio in Q2 2026, its #232 holding.
Fort Point Capital Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 23 quarters since.
Fort Point Capital Partners's Vanguard Consumer Discretionary ETF position peaked at $637K in Q4 2020.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.