Hoxton Planning & Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Hoxton Planning & 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 Q1	–	Sell	-525	Closed	-$207K	–	232
2025 Q4	$207K	Sell	525 -50	-9%	-$19.6K	0.06%	211
2025 Q3	$228K	Sell	575 -53	-8%	-$20.2K	0.07%	193
2025 Q2	$228K	Sell	628 -49	-7%	-$16.6K	0.08%	185
2025 Q1	$220K	Sell	677 -303	-31%	-$110K	0.08%	183
2024 Q4	$368K	Hold	980	–	–	0.14%	129
2024 Q3	$334K	Buy	+980	New	+$313K	0.13%	141

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hoxton Planning & Management's VCR Position: Q1 2026 in Review

Hoxton Planning & Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2026, closing a stake of 525 shares — an estimated $207K sold.

Hoxton Planning & Management first reported a position in VCR in Q3 2024 and held it in 6 quarters. The position peaked at $368K in Q4 2024. 553 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Hoxton Planning & Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Hoxton Planning & Management sold 525 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $207K.
Hoxton Planning & Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2024 and held it in 6 quarters.
Hoxton Planning & Management's Vanguard Consumer Discretionary ETF position peaked at $368K in Q4 2024.
553 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Hoxton Planning & Management's 13F filing for Q1 2026, filed 20 Apr 2026.