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

Kingswood 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	$556K	Buy	1,402 +49	+4%	+$19K	0.02%	579
2026 Q1	$486K	Buy	1,353 +1	+0.1%	+$386	0.02%	558
2025 Q4	$533K	Buy	1,352 +1	+0.1%	+$391	0.03%	503
2025 Q3	$535K	Buy	1,351 +84	+7%	+$32K	0.03%	464
2025 Q2	$459K	Buy	1,267 +1	+0.1%	+$339	0.04%	438
2025 Q1	$412K	Sell	1,266 -38	-3%	-$13.8K	0.04%	449
2024 Q4	$490K	Sell	1,304 -8	-0.6%	-$2.89K	0.04%	445
2024 Q3	$446K	Buy	+1,312	New	+$419K	0.03%	483

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

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

Kingswood Wealth Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 3.6% in Q2 2026, buying an estimated $19K and bringing the position to 1,402 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #579.

Kingswood Wealth Advisors first reported a position in VCR in Q3 2024 and has held it in 8 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Kingswood Wealth Advisors held 1,402 shares of Vanguard Consumer Discretionary ETF worth $556K as of Q2 2026.
Kingswood Wealth Advisors bought 49 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $19K.
Vanguard Consumer Discretionary ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #579 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2024 and has held it in 8 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.