Hopwood Financial Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Hopwood Financial Services’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	$255K	Hold	642	–	–	0.15%	80
2026 Q1	$230K	Sell	642 -5	-0.8%	-$1.93K	0.16%	77
2025 Q4	$255K	Sell	647 -4	-0.6%	-$1.56K	0.18%	76
2025 Q3	$258K	Hold	651	–	–	0.17%	76
2025 Q2	$236K	Hold	651	–	–	0.18%	72
2025 Q1	$212K	Buy	651 +5	+0.8%	+$1.81K	0.16%	84
2024 Q4	$242K	Buy	+646	New	+$233K	0.18%	75

Other funds holding VCR

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Hopwood Financial Services's VCR Position: Q2 2026 in Review

Hopwood Financial Services held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 642 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #80.

Hopwood Financial Services first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q3 2025. 262 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Hopwood Financial Services held 642 shares of Vanguard Consumer Discretionary ETF worth $255K as of Q2 2026.
Hopwood Financial Services left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.15% of Hopwood Financial Services's portfolio in Q2 2026, its #80 holding.
Hopwood Financial Services first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's Vanguard Consumer Discretionary ETF position peaked at $258K in Q3 2025.
262 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.