MWM
VCR icon

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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. 565 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.
  • 565 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.