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

Modern 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
2025 Q4	–	Sell	-539	Closed	-$213K	–	892
2025 Q3	$213K	Sell	539 -164	-23%	-$62.5K	﹤0.01%	750
2025 Q2	$255K	Sell	703 -148	-17%	-$50.2K	0.01%	658
2025 Q1	$277K	Sell	851 -30	-3%	-$10.9K	0.01%	553
2024 Q4	$331K	Buy	881 +3	+0.3%	+$1.08K	0.01%	438
2024 Q3	$299K	Sell	878 -45	-5%	-$14.4K	0.02%	343
2024 Q2	$288K	Buy	923 +15	+2%	+$4.59K	0.02%	319
2024 Q1	$288K	Buy	+908	New	+$277K	0.03%	244

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Modern Wealth Management's VCR Position: Q4 2025 in Review

Modern Wealth Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2025, closing a stake of 539 shares — an estimated $213K sold.

Modern Wealth Management first reported a position in VCR in Q1 2024 and held it in 7 quarters. The position peaked at $331K in Q4 2024. 568 funds tracked by Wall St. Rank hold VCR as of Q4 2025.

Modern Wealth Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 539 Vanguard Consumer Discretionary ETF shares in Q4 2025, an estimated $213K.
Modern Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2024 and held it in 7 quarters.
Modern Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $331K in Q4 2024.
568 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.