Next Level Wealth Planning’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Next Level Wealth Planning’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 Q3	$35.7K	Buy	+98	New	+$38K	0.01%	205

Other funds holding VCR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Next Level Wealth Planning's VCR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q3 2026: 98 shares worth $35.7K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings.

313 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Next Level Wealth Planning held 98 shares of Vanguard Consumer Discretionary ETF worth $35.7K as of Q3 2026.
Vanguard Consumer Discretionary ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #205 holding.
313 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.