MWM
VCR icon

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

Mission 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 		$1.45M Buy
3,657
+1,538
+73% +$598K 0.02% 373
2026
Q1 		$761K Buy
2,119
+10
+0.5% +$3.86K 0.02% 383
2025
Q4 		$831K Buy
2,109
+63
+3% +$24.6K 0.02% 375
2025
Q3 		$811K Buy
2,046
+190
+10% +$72.4K 0.02% 379
2025
Q2 		$673K Buy
1,856
+161
+9% +$54.6K 0.01% 408
2025
Q1 		$552K Buy
1,695
+53
+3% +$19.2K 0.01% 428
2024
Q4 		$616K Sell
1,642
-130
-7% -$46.9K 0.01% 384
2024
Q3 		$603K Sell
1,772
-379
-18% -$121K 0.01% 395
2024
Q2 		$672K Buy
2,151
+206
+11% +$63.1K 0.02% 350
2024
Q1 		$618K Sell
1,945
-6
-0.3% -$1.83K 0.02% 382
2023
Q4 		$594K Sell
1,951
-23
-1% -$6.41K 0.02% 333
2023
Q3 		$532K Sell
1,974
-118
-6% -$33.5K 0.02% 329
2023
Q2 		$592K Sell
2,092
-310
-13% -$79.9K 0.02% 311
2023
Q1 		$607K Buy
2,402
+271
+13% +$66K 0.03% 299
2022
Q4 		$467K Buy
2,131
+855
+67% +$200K 0.02% 332
2022
Q3 		$300K Buy
1,276
+167
+15% +$43.2K 0.02% 397
2022
Q2 		$252K Sell
1,109
-426
-28% -$111K 0.01% 430
2022
Q1 		$469K Buy
1,535
+460
+43% +$140K 0.02% 324
2021
Q4 		$366K Buy
1,075
+221
+26% +$74.2K 0.02% 382
2021
Q3 		$265K Hold
854
– – 0.01% 443
2021
Q2 		$268K Buy
854
+139
+19% +$42.6K 0.01% 422
2021
Q1 		$211K Buy
+715
New +$207K 0.01% 424

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Mission Wealth Management's VCR Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Consumer Discretionary ETF (VCR) stake by 73% in Q2 2026, buying an estimated $598K and bringing the position to 3,657 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #373.

Mission Wealth Management first reported a position in VCR in Q1 2021 and has held it in 22 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Mission Wealth Management held 3,657 shares of Vanguard Consumer Discretionary ETF worth $1.45M as of Q2 2026.
  • Mission Wealth Management bought 1,538 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $598K.
  • Vanguard Consumer Discretionary ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Mission Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2021 and has held it in 22 quarters since.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.