JM2 Capital
VCR icon

JM2 Capital’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

JM2 Capital’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
Q3 		$1.78M Sell
4,869
-5
-0.1% -$1.94K 1.18% 22
2026
Q2 		$1.93M Buy
4,874
+3
+0.1% +$1.17K 1.33% 19
2026
Q1 		$1.75M Sell
4,871
-5
-0.1% -$1.93K 1.45% 19
2025
Q4 		$1.92M Buy
+4,876
New +$1.91M 1.54% 17

Other funds holding VCR

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

JM2 Capital's VCR Position: Q3 2026 in Review

JM2 Capital reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 0.1% in Q3 2026, selling an estimated $1.94K and leaving 4,869 shares worth $1.78M. The position accounts for 1.18% of the portfolio, ranked #22.

JM2 Capital first reported a position in VCR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.93M in Q2 2026. 366 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

  • JM2 Capital held 4,869 shares of Vanguard Consumer Discretionary ETF worth $1.78M as of Q3 2026.
  • JM2 Capital sold 5 Vanguard Consumer Discretionary ETF shares in Q3 2026, an estimated $1.94K.
  • Vanguard Consumer Discretionary ETF made up 1.18% of JM2 Capital's portfolio in Q3 2026, its #22 holding.
  • JM2 Capital first reported a position in Vanguard Consumer Discretionary ETF in Q4 2025 and has held it in 4 quarters since.
  • JM2 Capital's Vanguard Consumer Discretionary ETF position peaked at $1.93M in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.