LPWM LLC’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

LPWM LLC’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 Q3	$536K	Hold	1,469	–	–	0.12%	69
2026 Q2	$583K	Hold	1,469	–	–	0.13%	69
2026 Q1	$527K	Buy	1,469 +427	+41%	+$165K	0.13%	65
2025 Q4	$410K	Sell	1,042 -120	-10%	-$47K	0.1%	71
2025 Q3	$460K	Buy	1,162 +103	+10%	+$39.2K	0.12%	62
2025 Q2	$384K	Hold	1,059	–	–	0.11%	62
2025 Q1	$345K	Hold	1,059	–	–	0.11%	60
2024 Q4	$398K	Buy	1,059 +52	+5%	+$18.8K	0.13%	59
2024 Q3	$334K	Hold	1,007	–	–	0.11%	58
2024 Q2	$323K	Sell	1,007 -25	-2%	-$7.66K	0.11%	58
2024 Q1	$317K	Hold	1,032	–	–	0.12%	57
2023 Q4	$303K	Hold	1,032	–	–	0.12%	55
2023 Q3	$278K	Hold	1,032	–	–	0.13%	49
2023 Q2	$296K	Hold	1,032	–	–	0.13%	51
2023 Q1	$261K	Buy	+1,032	New	+$251K	0.13%	55
2022 Q2	–	Sell	-1,002	Closed	-$299K	–	66
2022 Q1	$299K	Sell	1,002 -89	-8%	-$27.1K	0.15%	55
2021 Q4	$372K	Buy	1,091 +52	+5%	+$17.5K	0.2%	44
2021 Q3	$325K	Hold	1,039	–	–	0.19%	44
2021 Q2	$333K	Buy	1,039 +48	+5%	+$14.7K	0.2%	45
2021 Q1	$295K	Buy	991 +3	+0.3%	+$871	0.2%	45
2020 Q4	$272K	Hold	988	–	–	0.2%	46
2020 Q3	$237K	Buy	+988	New	+$224K	0.19%	46

Other funds holding VCR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

LPWM LLC's VCR Position: Q3 2026 in Review

LPWM LLC held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 1,469 shares worth $536K. The position accounts for 0.12% of the portfolio, ranked #69.

LPWM LLC first reported a position in VCR in Q3 2020 and has held it in 22 quarters since. The position peaked at $583K in Q2 2026. 313 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

LPWM LLC held 1,469 shares of Vanguard Consumer Discretionary ETF worth $536K as of Q3 2026.
LPWM LLC left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
Vanguard Consumer Discretionary ETF made up 0.12% of LPWM LLC's portfolio in Q3 2026, its #69 holding.
LPWM LLC first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and has held it in 22 quarters since.
LPWM LLC's Vanguard Consumer Discretionary ETF position peaked at $583K in Q2 2026.
313 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.