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Foundations Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Foundations Investment 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 		$64M Buy
161,278
+160,121
+13,839% +$62.2M 0.66% 39
2026
Q1 		$416K Sell
1,157
-71
-6% -$27.4K 0.01% 774
2025
Q4 		$484K Sell
1,228
-57,712
-98% -$22.6M 0.01% 725
2025
Q3 		$23.3M Sell
58,940
-18,803
-24% -$7.16M 0.34% 67
2025
Q2 		$28.2M Buy
77,743
+3,421
+5% +$1.16M 0.44% 58
2025
Q1 		$24.2M Buy
+74,322
New +$26.9M 0.45% 57
2023
Q4 		– Sell
-779
Closed -$210K – 731
2023
Q3 		$210K Sell
779
-29
-4% -$8.23K 0.01% 606
2023
Q2 		$229K Buy
+808
New +$208K 0.01% 521
2022
Q2 		– Sell
-9,521
Closed -$2.81M – 416
2022
Q1 		$2.81M Sell
9,521
-4,612
-33% -$1.4M 0.11% 73
2021
Q4 		$4.71M Buy
14,133
+5,062
+56% +$1.7M 0.18% 50
2021
Q3 		$2.81M Buy
9,071
+8,160
+896% +$2.59M 0.12% 62
2021
Q2 		$292K Buy
911
+1
+0.1% +$307 0.01% 239
2021
Q1 		$277K Sell
910
-12
-1% -$3.48K 0.02% 186
2020
Q4 		$265K Sell
922
-450
-33% -$114K 0.02% 155
2020
Q3 		$326K Buy
+1,372
New +$311K 0.07% 132

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Foundations Investment Advisors's VCR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 13,839% in Q2 2026, buying an estimated $62.2M and bringing the position to 161,278 shares worth $64M. The position accounts for 0.66% of the portfolio, ranked #39.

Foundations Investment Advisors first reported a position in VCR in Q3 2020 and has held it in 15 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Foundations Investment Advisors held 161,278 shares of Vanguard Consumer Discretionary ETF worth $64M as of Q2 2026.
  • Foundations Investment Advisors bought 160,121 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $62.2M.
  • Vanguard Consumer Discretionary ETF made up 0.66% of Foundations Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and has held it in 15 quarters since.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.