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 Q3	$1.23M	Sell	3,373 -16	-0.5%	-$6.2K	0.51%	44
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%	-$4.82K	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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Junk Investment Group Hunt Valley, Maryland $241M AUM

Olistico Wealth's VCR Position: Q3 2026 in Review

Olistico Wealth reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 0.47% in Q3 2026, selling an estimated $6.2K and leaving 3,373 shares worth $1.23M. The position accounts for 0.51% of the portfolio, ranked #44.

Olistico Wealth first reported a position in VCR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.66M in Q3 2025. 152 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Olistico Wealth held 3,373 shares of Vanguard Consumer Discretionary ETF worth $1.23M as of Q3 2026.
Olistico Wealth sold 16 Vanguard Consumer Discretionary ETF shares in Q3 2026, an estimated $6.2K.
Vanguard Consumer Discretionary ETF made up 0.51% of Olistico Wealth's portfolio in Q3 2026, its #44 holding.
Olistico Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Vanguard Consumer Discretionary ETF position peaked at $1.66M in Q3 2025.
152 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.