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

Mittelman 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	$508K	Sell	1,282 -1,262	-50%	-$490K	0.34%	36
2026 Q1	$913K	Hold	2,544	–	–	0.57%	26
2025 Q4	$1M	Buy	2,544 +1,282	+102%	+$502K	0.65%	23
2025 Q3	$500K	Hold	1,262	–	–	0.33%	32
2025 Q2	$457K	Sell	1,262 -181	-13%	-$61.4K	0.39%	28
2025 Q1	$470K	Hold	1,443	–	–	0.42%	21
2024 Q4	$542K	Hold	1,443	–	–	0.5%	21
2024 Q3	$491K	Sell	1,443 -254	-15%	-$81.1K	0.28%	20
2024 Q2	$530K	Buy	+1,697	New	+$520K	0.34%	48

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

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

Mittelman Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 50% in Q2 2026, selling an estimated $490K and leaving 1,282 shares worth $508K. The position accounts for 0.34% of the portfolio, ranked #36.

Mittelman Wealth Management first reported a position in VCR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1M in Q4 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Mittelman Wealth Management held 1,282 shares of Vanguard Consumer Discretionary ETF worth $508K as of Q2 2026.
Mittelman Wealth Management sold 1,262 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $490K.
Vanguard Consumer Discretionary ETF made up 0.34% of Mittelman Wealth Management's portfolio in Q2 2026, its #36 holding.
Mittelman Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $1M in Q4 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.