Long Island Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Long Island Wealth Management’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	$366K	Sell	923 -9	-1%	-$3.5K	0.15%	68
2026 Q1	$335K	Hold	932	–	–	0.16%	69
2025 Q4	$367K	Buy	932 +1	+0.1%	+$391	0.17%	65
2025 Q3	$369K	Buy	931 +1	+0.1%	+$381	0.18%	64
2025 Q2	$337K	Buy	930 +1	+0.1%	+$339	0.18%	66
2025 Q1	$302K	Buy	929 +1	+0.1%	+$362	0.18%	65
2024 Q4	$348K	Buy	928 +4	+0.4%	+$1.44K	0.22%	59
2024 Q3	$315K	Buy	924 +1	+0.1%	+$319	0.21%	57
2024 Q2	$288K	Hold	923	–	–	0.2%	62
2024 Q1	$293K	Sell	923 -556	-38%	-$170K	0.21%	62
2023 Q4	$450K	Buy	+1,479	New	+$412K	0.32%	53

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

Long Island Wealth Management's VCR Position: Q2 2026 in Review

Long Island Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 0.97% in Q2 2026, selling an estimated $3.5K and leaving 923 shares worth $366K. The position accounts for 0.15% of the portfolio, ranked #68.

Long Island Wealth Management first reported a position in VCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q4 2023. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Long Island Wealth Management held 923 shares of Vanguard Consumer Discretionary ETF worth $366K as of Q2 2026.
Long Island Wealth Management sold 9 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $3.5K.
Vanguard Consumer Discretionary ETF made up 0.15% of Long Island Wealth Management's portfolio in Q2 2026, its #68 holding.
Long Island Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
Long Island Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $450K in Q4 2023.
577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.