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Novem Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Novem Group’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 		$752K Buy
1,897
+359
+23% +$140K 0.08% 230
2026
Q1 		$552K Buy
1,538
+313
+26% +$121K 0.06% 257
2025
Q4 		$483K Buy
1,225
+49
+4% +$19.2K 0.06% 269
2025
Q3 		$466K Buy
1,176
+312
+36% +$119K 0.05% 275
2025
Q2 		$313K Sell
864
-82
-9% -$27.8K 0.04% 314
2025
Q1 		$308K Buy
946
+9
+1% +$3.26K 0.04% 284
2024
Q4 		$352K Buy
+937
New +$338K 0.05% 266

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Novem Group's VCR Position: Q2 2026 in Review

Novem Group increased its Vanguard Consumer Discretionary ETF (VCR) stake by 23% in Q2 2026, buying an estimated $140K and bringing the position to 1,897 shares worth $752K. The position accounts for 0.08% of the portfolio, ranked #230.

Novem Group first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Novem Group held 1,897 shares of Vanguard Consumer Discretionary ETF worth $752K as of Q2 2026.
  • Novem Group bought 359 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $140K.
  • Vanguard Consumer Discretionary ETF made up 0.08% of Novem Group's portfolio in Q2 2026, its #230 holding.
  • Novem Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.