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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mittelman Wealth Management's VCR Position: Q1 2026 in Review

Mittelman Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q1 2026 at 2,544 shares worth $913K. The position accounts for 0.57% of the portfolio, ranked #26.

Mittelman Wealth Management first reported a position in VCR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1M in Q4 2025. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Mittelman Wealth Management held 2,544 shares of Vanguard Consumer Discretionary ETF worth $913K as of Q1 2026.
Mittelman Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q1 2026.
Vanguard Consumer Discretionary ETF made up 0.57% of Mittelman Wealth Management's portfolio in Q1 2026, its #26 holding.
Mittelman Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 8 quarters since.
Mittelman Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $1M in Q4 2025.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.