Hobart Private Capital’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Hobart Private Capital’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	$12M	Buy	30,183 +1,259	+4%	+$489K	2.05%	16
2026 Q1	$10.4M	Sell	28,924 -287	-1%	-$111K	2.04%	17
2025 Q4	$11.5M	Sell	29,211 -1	-0%	-$391	2.25%	15
2025 Q3	$11.6M	Sell	29,212 -443	-1%	-$169K	2.42%	15
2025 Q2	$10.7M	Sell	29,655 -2,178	-7%	-$739K	2.44%	13
2025 Q1	$10.4M	Sell	31,833 -139	-0.4%	-$50.4K	2.59%	13
2024 Q4	$12M	Sell	31,972 -926	-3%	-$334K	2.98%	9
2024 Q3	$11.2M	Buy	32,898 +610	+2%	+$195K	2.87%	10
2024 Q2	$10.1M	Sell	32,288 -120	-0.4%	-$36.8K	2.87%	10
2024 Q1	$10.3M	Sell	32,408 -353	-1%	-$108K	3.14%	8
2023 Q4	$9.98M	Sell	32,761 -7,671	-19%	-$2.14M	3.3%	11
2023 Q3	$10.9M	Buy	40,432 +267	+0.7%	+$75.8K	4.14%	8
2023 Q2	$11.4M	Sell	40,165 -232	-0.6%	-$59.8K	4.23%	8
2023 Q1	$10.2M	Buy	40,397 +2,296	+6%	+$559K	4.02%	9
2022 Q4	$8.34M	Buy	38,101 +1,781	+5%	+$417K	5.65%	8
2022 Q3	$8.54M	Buy	36,320 +28	+0.1%	+$7.24K	6.13%	4
2022 Q2	$8.25M	Buy	36,292 +4,577	+14%	+$1.2M	3.86%	10
2022 Q1	$9.68M	Buy	31,715 +7,637	+32%	+$2.33M	3.73%	9
2021 Q4	$8.2M	Buy	+24,078	New	+$8.09M	3.08%	12

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

Hobart Private Capital's VCR Position: Q2 2026 in Review

Hobart Private Capital increased its Vanguard Consumer Discretionary ETF (VCR) stake by 4.4% in Q2 2026, buying an estimated $489K and bringing the position to 30,183 shares worth $12M. The position accounts for 2.05% of the portfolio, ranked #16.

Hobart Private Capital first reported a position in VCR in Q4 2021 and has held it in 19 quarters since. The position peaked at $12M in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Hobart Private Capital held 30,183 shares of Vanguard Consumer Discretionary ETF worth $12M as of Q2 2026.
Hobart Private Capital bought 1,259 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $489K.
Vanguard Consumer Discretionary ETF made up 2.05% of Hobart Private Capital's portfolio in Q2 2026, its #16 holding.
Hobart Private Capital first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and has held it in 19 quarters since.
Hobart Private Capital's Vanguard Consumer Discretionary ETF position peaked at $12M in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.