Magnus Financial Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Magnus Financial 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	$201K	Buy	+507	New	+$197K	0.01%	382
2025 Q4	–	Sell	-507	Closed	-$201K	–	441
2025 Q3	$201K	Sell	507 -110	-18%	-$41.9K	0.02%	391
2025 Q2	$224K	Hold	617	–	–	0.02%	352
2025 Q1	$201K	Hold	617	–	–	0.02%	350
2024 Q4	$232K	Hold	617	–	–	0.02%	322
2024 Q3	$210K	Buy	+617	New	+$197K	0.02%	317
2022 Q2	–	Sell	-717	Closed	-$219K	–	303
2022 Q1	$219K	Sell	717 -533	-43%	-$162K	0.04%	261
2021 Q4	$426K	Hold	1,250	–	–	0.08%	157
2021 Q3	$387K	Hold	1,250	–	–	0.08%	159
2021 Q2	$393K	Hold	1,250	–	–	0.09%	157
2021 Q1	$369K	Hold	1,250	–	–	0.09%	152
2020 Q4	$344K	Hold	1,250	–	–	0.03%	195
2020 Q3	$293K	Hold	1,250	–	–	0.03%	197
2020 Q2	$250K	Buy	+1,250	New	+$225K	0.03%	456
2020 Q1	–	Sell	-1,250	Closed	-$237K	–	690
2019 Q4	$237K	Hold	1,250	–	–	0.03%	407
2019 Q3	$225K	Hold	1,250	–	–	0.04%	401
2019 Q2	$224K	Sell	1,250 -100	-7%	-$17.7K	0.04%	397
2019 Q1	$233K	Buy	+1,350	New	+$223K	0.05%	360

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

Magnus Financial Group's VCR Position: Q2 2026 in Review

Magnus Financial Group opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q2 2026: 507 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: Magnus Financial Group previously reported a position in VCR as recently as Q3 2025.

Magnus Financial Group first reported a position in VCR in Q1 2019 and has held it in 18 quarters since. The position peaked at $426K in Q4 2021. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Magnus Financial Group held 507 shares of Vanguard Consumer Discretionary ETF worth $201K as of Q2 2026.
Vanguard Consumer Discretionary ETF was a new Magnus Financial Group position in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of Magnus Financial Group's portfolio in Q2 2026, its #382 holding.
Magnus Financial Group first reported a position in Vanguard Consumer Discretionary ETF in Q1 2019 and has held it in 18 quarters since.
Magnus Financial Group's Vanguard Consumer Discretionary ETF position peaked at $426K in Q4 2021.
577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.