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

HB 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	$2.27M	Buy	5,732 +1	+0%	+$389	0.01%	445
2026 Q1	$2.06M	Buy	5,731 +151	+3%	+$58.3K	0.01%	422
2025 Q4	$2.2M	Buy	5,580 +1	+0%	+$391	0.01%	392
2025 Q3	$2.21M	Buy	5,579 +4,880	+698%	+$1.86M	0.02%	393
2025 Q2	$253K	Sell	699 -3,618	-84%	-$1.23M	﹤0.01%	1005
2025 Q1	$1.41M	Buy	4,317 +667	+18%	+$242K	0.01%	459
2024 Q4	$1.37M	Sell	3,650 -12	-0.3%	-$4.33K	0.01%	359
2024 Q3	$1.25M	Hold	3,662	–	–	0.01%	351
2024 Q2	$1.14M	Sell	3,662 -162	-4%	-$49.6K	0.01%	344
2024 Q1	$1.22M	Hold	3,824	–	–	0.02%	315
2023 Q4	$1.16M	Sell	3,824 -180	-4%	-$50.2K	0.02%	296
2023 Q3	$1.08M	Hold	4,004	–	–	0.02%	289
2023 Q2	$1.13M	Hold	4,004	–	–	0.02%	276
2023 Q1	$1.01M	Sell	4,004 -59	-1%	-$14.4K	0.02%	283
2022 Q4	$890K	Buy	4,063 +2	+0%	+$469	0.02%	298
2022 Q3	$955K	Buy	+4,061	New	+$1.05M	0.02%	265
2022 Q1	–	Sell	-3,548	Closed	-$1.21M	–	622
2021 Q4	$1.21M	Buy	+3,548	New	+$1.19M	0.02%	218

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

HB Wealth Management's VCR Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.02% in Q2 2026, buying an estimated $389 and bringing the position to 5,732 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #445.

HB Wealth Management first reported a position in VCR in Q4 2021 and has held it in 17 quarters since. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

HB Wealth Management held 5,732 shares of Vanguard Consumer Discretionary ETF worth $2.27M as of Q2 2026.
HB Wealth Management bought 1 Vanguard Consumer Discretionary ETF share in Q2 2026, an estimated $389.
Vanguard Consumer Discretionary ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #445 holding.
HB Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and has held it in 17 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.