Institute for Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Institute for Wealth 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	$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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Institute for Wealth Management's VCR Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard Consumer Discretionary ETF (VCR) stake by 22% in Q1 2026, buying an estimated $325K and bringing the position to 4,689 shares worth $1.68M. The position accounts for 0.18% of the portfolio, ranked #125.

Institute for Wealth Management first reported a position in VCR in Q4 2013 and has held it in 39 quarters since. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Institute for Wealth Management held 4,689 shares of Vanguard Consumer Discretionary ETF worth $1.68M as of Q1 2026.
Institute for Wealth Management bought 842 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $325K.
Vanguard Consumer Discretionary ETF made up 0.18% of Institute for Wealth Management's portfolio in Q1 2026, its #125 holding.
Institute for Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2013 and has held it in 39 quarters since.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.