HBK Sorce Advisory’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

HBK Sorce Advisory’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	$284K	Buy	+708	New	+$275K	0.01%	521
2022 Q4	–	Sell	-1,362	Closed	-$320K	–	809
2022 Q3	$320K	Buy	+1,362	New	+$352K	0.02%	351
2022 Q2	–	Sell	-1,338	Closed	-$408K	–	557
2022 Q1	$408K	Sell	1,338 -34	-2%	-$10.4K	0.02%	333
2021 Q4	$467K	Buy	+1,372	New	+$461K	0.02%	344

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

HBK Sorce Advisory's VCR Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q2 2026: 708 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: HBK Sorce Advisory previously reported a position in VCR as recently as Q3 2022.

HBK Sorce Advisory first reported a position in VCR in Q4 2021 and has held it in 4 quarters since. The position peaked at $467K in Q4 2021. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

HBK Sorce Advisory held 708 shares of Vanguard Consumer Discretionary ETF worth $284K as of Q2 2026.
Vanguard Consumer Discretionary ETF was a new HBK Sorce Advisory position in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #521 holding.
HBK Sorce Advisory first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and has held it in 4 quarters since.
HBK Sorce Advisory's Vanguard Consumer Discretionary ETF position peaked at $467K in Q4 2021.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.