IVC Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

IVC Wealth Advisors’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	$333K	Sell	840 -35	-4%	-$13.6K	0.13%	132
2026 Q1	$314K	Hold	875	–	–	0.14%	125
2025 Q4	$345K	Sell	875 -40	-4%	-$15.7K	0.15%	118
2025 Q3	$362K	Hold	915	–	–	0.16%	114
2025 Q2	$332K	Buy	915 +55	+6%	+$18.7K	0.16%	115
2025 Q1	$280K	Buy	860 +250	+41%	+$90.6K	0.15%	128
2024 Q4	$229K	Hold	610	–	–	0.13%	142
2024 Q3	$208K	Buy	+610	New	+$195K	0.11%	156
2024 Q1	–	Sell	-715	Closed	-$218K	–	169
2023 Q4	$218K	Buy	+715	New	+$199K	0.14%	144
2023 Q3	–	Sell	-715	Closed	-$202K	–	165
2023 Q2	$202K	Buy	+715	New	+$184K	0.13%	148
2022 Q2	–	Sell	-680	Closed	-$208K	–	150
2022 Q1	$208K	Buy	680 +30	+5%	+$9.14K	0.14%	145
2021 Q4	$221K	Hold	650	–	–	0.14%	128
2021 Q3	$201K	Buy	+650	New	+$206K	0.14%	134

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

IVC Wealth Advisors's VCR Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 4% in Q2 2026, selling an estimated $13.6K and leaving 840 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #132.

IVC Wealth Advisors first reported a position in VCR in Q3 2021 and has held it in 13 quarters since. The position peaked at $362K in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

IVC Wealth Advisors held 840 shares of Vanguard Consumer Discretionary ETF worth $333K as of Q2 2026.
IVC Wealth Advisors sold 35 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $13.6K.
Vanguard Consumer Discretionary ETF made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #132 holding.
IVC Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and has held it in 13 quarters since.
IVC Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $362K in Q3 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.