JF
VCR icon

Joule Financial’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Joule Financial’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 		$2.75M Sell
6,930
-308
-4% -$120K 0.75% 21
2026
Q1 		$2.6M Buy
7,238
+348
+5% +$134K 0.76% 20
2025
Q4 		$2.71M Sell
6,890
-209
-3% -$81.8K 0.81% 20
2025
Q3 		$2.81M Buy
7,099
+69
+1% +$26.3K 0.84% 20
2025
Q2 		$2.55M Buy
7,030
+309
+5% +$105K 0.83% 21
2025
Q1 		$2.19M Buy
6,721
+16
+0.2% +$5.8K 0.77% 21
2024
Q4 		$2.52M Buy
6,705
+29
+0.4% +$10.5K 0.89% 18
2024
Q3 		$2.28M Buy
6,676
+285
+4% +$91K 0.83% 18
2024
Q2 		$2M Buy
6,391
+63
+1% +$19.3K 0.81% 17
2024
Q1 		$2.01M Buy
6,328
+89
+1% +$27.2K 0.83% 16
2023
Q4 		$1.9M Buy
6,239
+12
+0.2% +$3.34K 0.88% 14
2023
Q3 		$1.68M Hold
6,227
– – 0.86% 13
2023
Q2 		$1.77M Buy
6,227
+83
+1% +$21.4K 0.91% 16
2023
Q1 		$1.55M Sell
6,144
-9,167
-60% -$2.23M 0.83% 17
2022
Q4 		$3.35M Sell
15,311
-1,795
-10% -$421K 2.22% 17
2022
Q3 		$4.02M Buy
17,106
+207
+1% +$53.5K 3.02% 13
2022
Q2 		$3.84M Buy
+16,899
New +$4.41M 3% 13

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Joule Financial's VCR Position: Q2 2026 in Review

Joule Financial reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 4.3% in Q2 2026, selling an estimated $120K and leaving 6,930 shares worth $2.75M. The position accounts for 0.75% of the portfolio, ranked #21.

Joule Financial first reported a position in VCR in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.02M in Q3 2022. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Joule Financial held 6,930 shares of Vanguard Consumer Discretionary ETF worth $2.75M as of Q2 2026.
  • Joule Financial sold 308 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Consumer Discretionary ETF made up 0.75% of Joule Financial's portfolio in Q2 2026, its #21 holding.
  • Joule Financial first reported a position in Vanguard Consumer Discretionary ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Vanguard Consumer Discretionary ETF position peaked at $4.02M in Q3 2022.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

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