Lido Advisors
VCR icon

Lido Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Lido 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 		$35.5M Buy
89,614
+1,434
+2% +$557K 0.1% 142
2026
Q1 		$31.7M Buy
88,180
+5,174
+6% +$2M 0.1% 139
2025
Q4 		$32.8M Buy
83,006
+6,230
+8% +$2.44M 0.1% 137
2025
Q3 		$30.4M Buy
76,776
+33,279
+77% +$12.7M 0.1% 140
2025
Q2 		$15.8M Sell
43,497
-3,144
-7% -$1.07M 0.06% 187
2025
Q1 		$15.2M Buy
46,641
+4,762
+11% +$1.72M 0.07% 173
2024
Q4 		$15.7M Buy
41,879
+2,050
+5% +$740K 0.07% 162
2024
Q3 		$13.6M Buy
39,829
+7,674
+24% +$2.45M 0.07% 161
2024
Q2 		$10.1M Buy
32,155
+3,738
+13% +$1.15M 0.06% 176
2024
Q1 		$9.03M Buy
28,417
+2,595
+10% +$792K 0.05% 190
2023
Q4 		$7.86M Buy
25,822
+23,414
+972% +$6.53M 0.05% 199
2023
Q3 		$649K Buy
2,408
+174
+8% +$49.4K ﹤0.01% 674
2023
Q2 		$633K Sell
2,234
-22
-1% -$5.67K ﹤0.01% 665
2023
Q1 		$570K Sell
2,256
-288
-11% -$70.1K 0.01% 627
2022
Q4 		$557K Buy
2,544
+762
+43% +$179K 0.01% 556
2022
Q3 		$419K Sell
1,782
-30
-2% -$7.76K 0.01% 607
2022
Q2 		$412K Buy
1,812
+62
+4% +$16.2K 0.01% 601
2022
Q1 		$534K Buy
1,750
+345
+25% +$105K 0.01% 585
2021
Q4 		$478K Buy
1,405
+52
+4% +$17.5K 0.01% 629
2021
Q3 		$419K Hold
1,353
– – 0.01% 651
2021
Q2 		$425K Sell
1,353
-11
-0.8% -$3.37K 0.01% 594
2021
Q1 		$403K Hold
1,364
– – 0.01% 563
2020
Q4 		$375K Buy
1,364
+65
+5% +$16.5K 0.01% 558
2020
Q3 		$305K Hold
1,299
– – 0.01% 483
2020
Q2 		$260K Buy
+1,299
New +$234K 0.01% 485
2020
Q1 		– Sell
-1,245
Closed -$236K – 679
2019
Q4 		$236K Buy
+1,245
New +$228K 0.01% 578

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

Lido Advisors's VCR Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 1.6% in Q2 2026, buying an estimated $557K and bringing the position to 89,614 shares worth $35.5M. The position accounts for 0.1% of the portfolio, ranked #142.

Lido Advisors first reported a position in VCR in Q4 2019 and has held it in 26 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Lido Advisors held 89,614 shares of Vanguard Consumer Discretionary ETF worth $35.5M as of Q2 2026.
  • Lido Advisors bought 1,434 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $557K.
  • Vanguard Consumer Discretionary ETF made up 0.1% of Lido Advisors's portfolio in Q2 2026, its #142 holding.
  • Lido Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and has held it in 26 quarters since.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.