M3 Advisory Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

M3 Advisory Group’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	$275K	Sell	694 -39	-5%	-$15.2K	0.14%	119
2026 Q1	$263K	Hold	733	–	–	0.16%	112
2025 Q4	$289K	Sell	733 -5	-0.7%	-$1.96K	0.18%	94
2025 Q3	$292K	Buy	738 +20	+3%	+$7.62K	0.18%	96
2025 Q2	$260K	Sell	718 -6	-0.8%	-$2.04K	0.18%	105
2025 Q1	$236K	Sell	724 -12	-2%	-$4.35K	0.19%	116
2024 Q4	$276K	Sell	736 -4	-0.5%	-$1.44K	0.2%	105
2024 Q3	$252K	Buy	740 +18	+2%	+$5.75K	0.19%	119
2024 Q2	$226K	Hold	722	–	–	0.19%	116
2024 Q1	$230K	Buy	722 +40	+6%	+$12.2K	0.21%	110
2023 Q4	$208K	Buy	+682	New	+$190K	0.24%	95

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

M3 Advisory Group's VCR Position: Q2 2026 in Review

M3 Advisory Group reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 5.3% in Q2 2026, selling an estimated $15.2K and leaving 694 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #119.

M3 Advisory Group first reported a position in VCR in Q4 2023 and has held it in 11 quarters since. The position peaked at $292K in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

M3 Advisory Group held 694 shares of Vanguard Consumer Discretionary ETF worth $275K as of Q2 2026.
M3 Advisory Group sold 39 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $15.2K.
Vanguard Consumer Discretionary ETF made up 0.14% of M3 Advisory Group's portfolio in Q2 2026, its #119 holding.
M3 Advisory Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
M3 Advisory Group's Vanguard Consumer Discretionary ETF position peaked at $292K in Q3 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.