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Medallion Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Medallion Wealth 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
Q1 		$2.87K Hold
8
– – ﹤0.01% 954
2025
Q4 		$3.15K Hold
8
– – ﹤0.01% 924
2025
Q3 		$3.17K Hold
8
– – ﹤0.01% 924
2025
Q2 		$2.9K Hold
8
– – ﹤0.01% 915
2025
Q1 		$2.6K Hold
8
– – ﹤0.01% 887
2024
Q4 		$2.6K Buy
+8
New +$2.89K ﹤0.01% 828

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Medallion Wealth Advisors's VCR Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q1 2026 at 8 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Medallion Wealth Advisors first reported a position in VCR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.17K in Q3 2025. 548 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

  • Medallion Wealth Advisors held 8 shares of Vanguard Consumer Discretionary ETF worth $2.87K as of Q1 2026.
  • Medallion Wealth Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q1 2026.
  • Vanguard Consumer Discretionary ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #954 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $3.17K in Q3 2025.
  • 548 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.