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

Independent Financial 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	$1.59M	Buy	3,999 +745	+23%	+$289K	0.03%	519
2026 Q1	$1.17M	Sell	3,254 -455	-12%	-$176K	0.03%	575
2025 Q4	$1.46M	Sell	3,709 -198	-5%	-$77.5K	0.03%	490
2025 Q3	$1.55M	Buy	3,907 +465	+14%	+$177K	0.04%	468
2025 Q2	$1.25M	Buy	3,442 +340	+11%	+$115K	0.03%	480
2025 Q1	$1.01M	Buy	3,102 +1,280	+70%	+$464K	0.03%	477
2024 Q4	$684K	Sell	1,822 -110	-6%	-$39.7K	0.02%	594
2024 Q3	$658K	Buy	1,932 +665	+52%	+$212K	0.02%	564
2024 Q2	$396K	Buy	1,267 +13	+1%	+$3.98K	0.02%	704
2024 Q1	$398K	Sell	1,254 -60	-5%	-$18.3K	0.02%	664
2023 Q4	$400K	Buy	+1,314	New	+$366K	0.02%	625

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

Independent Financial Group's VCR Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Consumer Discretionary ETF (VCR) stake by 23% in Q2 2026, buying an estimated $289K and bringing the position to 3,999 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #519.

Independent Financial Group first reported a position in VCR in Q4 2023 and has held it in 11 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Independent Financial Group held 3,999 shares of Vanguard Consumer Discretionary ETF worth $1.59M as of Q2 2026.
Independent Financial Group bought 745 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $289K.
Vanguard Consumer Discretionary ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #519 holding.
Independent Financial Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.