Oak Barrel Wealth Advisory’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$272K Buy
+686
New +$267K 0.12% 76
2025
Q4
$270K Buy
+686
New +$268K 0.16% 66

Other funds holding VCR

Oak Barrel Wealth Advisory's VCR Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q2 2026: 686 shares worth $272K. The stake represents 0.12% of the portfolio and ranks #76 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in VCR as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in VCR in Q4 2025 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Oak Barrel Wealth Advisory held 686 shares of Vanguard Consumer Discretionary ETF worth $272K as of Q2 2026.
  • Vanguard Consumer Discretionary ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Vanguard Consumer Discretionary ETF made up 0.12% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #76 holding.
  • Oak Barrel Wealth Advisory first reported a position in Vanguard Consumer Discretionary ETF in Q4 2025 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.