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Legacy Wealth Management (Idaho)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-205
Closed -$73.6K – 930
2026
Q1 		$73.6K Hold
205
– – 0.04% 220
2025
Q4 		$80.8K Buy
+205
New +$80.2K 0.04% 170

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

Legacy Wealth Management (Idaho)'s VCR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2026, closing a stake of 205 shares — an estimated $73.6K sold.

Legacy Wealth Management (Idaho) first reported a position in VCR in Q4 2025 and held it in 2 quarters. The position peaked at $80.8K in Q4 2025. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 205 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $73.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Consumer Discretionary ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Vanguard Consumer Discretionary ETF position peaked at $80.8K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.