Institute for Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $898K | Sell |
2,264
-2,425
| -52% | -$942K | 0.08% | 218 |
|
|
2026
Q1 | $1.68M | Buy |
4,689
+842
| +22% | +$325K | 0.18% | 125 |
|
|
2025
Q4 | $1.52M | Buy |
3,847
+263
| +7% | +$103K | 0.16% | 131 |
|
|
2025
Q3 | $1.42M | Buy |
3,584
+169
| +5% | +$64.4K | 0.15% | 149 |
|
|
2025
Q2 | $1.24M | Sell |
3,415
-246
| -7% | -$83.5K | 0.14% | 157 |
|
|
2025
Q1 | $1.19M | Sell |
3,661
-69
| -2% | -$25K | 0.15% | 151 |
|
|
2024
Q4 | $1.4M | Sell |
3,730
-72
| -2% | -$26K | 0.18% | 121 |
|
|
2024
Q3 | $1.29M | Sell |
3,802
-85
| -2% | -$27.1K | 0.16% | 140 |
|
|
2024
Q2 | $1.21M | Buy |
3,887
+402
| +12% | +$123K | 0.16% | 136 |
|
|
2024
Q1 | $1.11M | Buy |
3,485
+87
| +3% | +$26.5K | 0.14% | 151 |
|
|
2023
Q4 | $1.04M | Sell |
3,398
-209
| -6% | -$58.2K | 0.17% | 147 |
|
|
2023
Q3 | $972K | Sell |
3,607
-68
| -2% | -$19.3K | 0.18% | 145 |
|
|
2023
Q2 | $1.04M | Sell |
3,675
-216
| -6% | -$55.7K | 0.18% | 139 |
|
|
2023
Q1 | $983K | Buy |
3,891
+66
| +2% | +$16.1K | 0.19% | 145 |
|
|
2022
Q4 | $838K | Sell |
3,825
-332
| -8% | -$77.8K | 0.18% | 160 |
|
|
2022
Q3 | $977K | Buy |
4,157
+2,185
| +111% | +$565K | 0.22% | 119 |
|
|
2022
Q2 | $449K | Buy |
1,972
+801
| +68% | +$209K | 0.09% | 297 |
|
|
2022
Q1 | $357K | Sell |
1,171
-2,371
| -67% | -$722K | 0.06% | 372 |
|
|
2021
Q4 | $1.21M | Sell |
3,542
-172
| -5% | -$57.8K | 0.2% | 133 |
|
|
2021
Q3 | $1.15M | Buy |
3,714
+386
| +12% | +$123K | 0.2% | 126 |
|
|
2021
Q2 | $1.04M | Buy |
3,328
+50
| +2% | +$15.3K | 0.18% | 146 |
|
|
2021
Q1 | $968K | Buy |
3,278
+591
| +22% | +$172K | 0.18% | 147 |
|
|
2020
Q4 | $740K | Sell |
2,687
-161
| -6% | -$40.9K | 0.15% | 177 |
|
|
2020
Q3 | $668K | Sell |
2,848
-416
| -13% | -$94.4K | 0.15% | 169 |
|
|
2020
Q2 | $653K | Buy |
3,264
+447
| +16% | +$80.6K | 0.16% | 179 |
|
|
2020
Q1 | $409K | Sell |
2,817
-1,739
| -38% | -$312K | 0.13% | 223 |
|
|
2019
Q4 | $863K | Sell |
4,556
-41
| -0.9% | -$7.5K | 0.19% | 151 |
|
|
2019
Q3 | $828K | Sell |
4,597
-1,142
| -20% | -$206K | 0.21% | 141 |
|
|
2019
Q2 | $1.03M | Buy |
+5,739
| New | +$1.01M | 0.23% | 128 |
|
|
2019
Q1 | – | Sell |
-9,765
| Closed | -$1.47M | – | 469 |
|
|
2018
Q4 | $1.47M | Buy |
+9,765
| New | +$1.58M | 0.6% | 42 |
|
|
2018
Q2 | – | Sell |
-8,349
| Closed | -$1.34M | – | 247 |
|
|
2018
Q1 | $1.34M | Buy |
8,349
+2,307
| +38% | +$377K | 0.4% | 81 |
|
|
2017
Q4 | $942K | Buy |
6,042
+360
| +6% | +$53.6K | 0.22% | 141 |
|
|
2017
Q3 | $814K | Sell |
5,682
-1,539
| -21% | -$219K | 0.26% | 132 |
|
|
2017
Q2 | $1.02M | Buy |
+7,221
| New | +$1.02M | 0.28% | 108 |
|
|
2015
Q4 | $249K | Buy |
+2,029
| New | +$253K | 0.37% | 34 |
|
|
2015
Q2 | – | Sell |
-1,931
| Closed | -$237K | – | 32 |
|
|
2015
Q1 | $237K | Buy |
+1,931
| New | +$229K | 0.26% | 29 |
|
|
2014
Q4 | – | Sell |
-1,348
| Closed | -$147K | – | 57 |
|
|
2014
Q3 | $147K | Buy |
1,348
+20
| +2% | +$2.2K | 0.14% | 35 |
|
|
2014
Q2 | $145K | Sell |
1,328
-328
| -20% | -$34.6K | 0.13% | 38 |
|
|
2014
Q1 | $175K | Sell |
1,656
-279
| -14% | -$29.5K | 0.15% | 45 |
|
|
2013
Q4 | $209K | Buy |
+1,935
| New | +$200K | 0.15% | 41 |
|
Other funds holding VCR
PCH
FIA
BCMIO
Institute for Wealth Management's VCR Position: Q2 2026 in Review
Institute for Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 52% in Q2 2026, selling an estimated $942K and leaving 2,264 shares worth $898K. The position accounts for 0.08% of the portfolio, ranked #218.
Institute for Wealth Management first reported a position in VCR in Q4 2013 and has held it in 40 quarters since. The position peaked at $1.68M in Q1 2026. 576 funds tracked by Wall St. Rank hold VCR as of Q2 2026.
- Institute for Wealth Management held 2,264 shares of Vanguard Consumer Discretionary ETF worth $898K as of Q2 2026.
- Institute for Wealth Management sold 2,425 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $942K.
- Vanguard Consumer Discretionary ETF made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #218 holding.
- Institute for Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2013 and has held it in 40 quarters since.
- Institute for Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $1.68M in Q1 2026.
- 576 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.