Houlihan Financial Resource Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Houlihan Financial Resource Group’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	$1.8M	Sell	4,535 -30	-0.7%	-$11.7K	0.64%	41
2026 Q1	$1.64M	Hold	4,565	–	–	0.64%	44
2025 Q4	$1.81M	Buy	4,565 +1,655	+57%	+$648K	0.69%	39
2025 Q3	$1.15M	Sell	2,910 -1,675	-37%	-$638K	1.01%	33
2025 Q2	$1.68M	Buy	4,585 +16	+0.4%	+$5.43K	0.7%	37
2025 Q1	$1.49M	Sell	4,569 -3	-0.1%	-$1.09K	0.67%	37
2024 Q4	$1.72M	Buy	4,572 +61	+1%	+$22K	0.73%	34
2024 Q3	$1.54M	Sell	4,511 -110	-2%	-$35.1K	0.64%	36
2024 Q2	$1.44M	Hold	4,621	–	–	0.98%	23
2024 Q1	$1.47M	Buy	4,621 +1	+0%	+$305	0.66%	35
2023 Q4	$1.41M	Buy	4,620 +13	+0.3%	+$3.62K	0.68%	35
2023 Q3	$1.2M	Sell	4,607 -181,985	-98%	-$51.7M	0.64%	35
2023 Q2	$48.1M	Buy	186,592 +182,010	+3,972%	+$46.9M	1.5%	19
2023 Q1	$1.16M	Sell	4,582 -5	-0.1%	-$1.22K	0.63%	35
2022 Q4	$1.09M	Hold	4,587	–	–	0.63%	38
2022 Q3	$1.08M	Buy	+4,587	New	+$1.19M	0.66%	37
2020 Q3	$1.11M	Buy	+4,515	New	+$1.02M	0.64%	42
2020 Q1	$839K	Buy	5,774 +10	+0.2%	+$1.79K	0.73%	39
2019 Q4	$1.09M	Buy	+5,764	New	+$1.05M	0.71%	39

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

Houlihan Financial Resource Group's VCR Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 0.66% in Q2 2026, selling an estimated $11.7K and leaving 4,535 shares worth $1.8M. The position accounts for 0.64% of the portfolio, ranked #41.

Houlihan Financial Resource Group first reported a position in VCR in Q4 2019 and has held it in 19 quarters since. The position peaked at $48.1M in Q2 2023. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Houlihan Financial Resource Group held 4,535 shares of Vanguard Consumer Discretionary ETF worth $1.8M as of Q2 2026.
Houlihan Financial Resource Group sold 30 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $11.7K.
Vanguard Consumer Discretionary ETF made up 0.64% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #41 holding.
Houlihan Financial Resource Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and has held it in 19 quarters since.
Houlihan Financial Resource Group's Vanguard Consumer Discretionary ETF position peaked at $48.1M in Q2 2023.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.