Olistico Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Olistico Wealth’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	$1.34M	Sell	3,389 -70	-2%	-$27.2K	0.58%	38
2026 Q1	$1.24M	Sell	3,459 -595	-15%	-$230K	0.61%	39
2025 Q4	$1.6M	Sell	4,054 -145	-3%	-$56.7K	0.78%	27
2025 Q3	$1.66M	Sell	4,199 -70	-2%	-$26.7K	0.88%	25
2025 Q2	$1.55M	Sell	4,269 -133	-3%	-$45.1K	0.86%	25
2025 Q1	$1.43M	Buy	4,402 +54	+1%	+$19.6K	0.89%	22
2024 Q4	$1.63M	Buy	4,348 +11	+0.3%	+$3.97K	0.95%	23
2024 Q3	$1.48M	Sell	4,337 -75	-2%	-$23.9K	0.9%	24
2024 Q2	$1.38M	Sell	4,412 -208	-5%	-$63.7K	0.88%	26
2024 Q1	$1.47M	Sell	4,620 -260	-5%	-$79.3K	1.06%	22
2023 Q4	$1.49M	Sell	4,880 -507	-9%	-$141K	1.16%	19
2023 Q3	$1.45M	Sell	5,387 -17	-0.3%	-$4.83K	1.3%	16
2023 Q2	$1.53M	Sell	5,404 -80	-1%	-$20.6K	1.31%	16
2023 Q1	$1.39M	Buy	5,484 +1	+0%	+$244	1.33%	15
2022 Q4	$1.2M	Buy	+5,483	New	+$1.28M	1.3%	17

Other funds holding VCR

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Olistico Wealth's VCR Position: Q2 2026 in Review

Olistico Wealth reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 2% in Q2 2026, selling an estimated $27.2K and leaving 3,389 shares worth $1.34M. The position accounts for 0.58% of the portfolio, ranked #38.

Olistico Wealth first reported a position in VCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Olistico Wealth held 3,389 shares of Vanguard Consumer Discretionary ETF worth $1.34M as of Q2 2026.
Olistico Wealth sold 70 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $27.2K.
Vanguard Consumer Discretionary ETF made up 0.58% of Olistico Wealth's portfolio in Q2 2026, its #38 holding.
Olistico Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's Vanguard Consumer Discretionary ETF position peaked at $1.66M in Q3 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.