Optimist Retirement Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Optimist Retirement 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 Q1	–	Sell	-518	Closed	-$204K	–	124
2025 Q4	$204K	Hold	518	–	–	0.09%	112
2025 Q3	$205K	Buy	+518	New	+$197K	0.09%	115
2025 Q1	–	Sell	-593	Closed	-$223K	–	131
2024 Q4	$223K	Buy	593 +1	+0.2%	+$361	0.11%	110
2024 Q3	$202K	Buy	+592	New	+$189K	0.09%	122

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Optimist Retirement Group's VCR Position: Q1 2026 in Review

Optimist Retirement Group sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2026, closing a stake of 518 shares — an estimated $204K sold.

Optimist Retirement Group first reported a position in VCR in Q3 2024 and held it in 4 quarters. The position peaked at $223K in Q4 2024. 549 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Optimist Retirement Group reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
Optimist Retirement Group sold 518 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $204K.
Optimist Retirement Group first reported a position in Vanguard Consumer Discretionary ETF in Q3 2024 and held it in 4 quarters.
Optimist Retirement Group's Vanguard Consumer Discretionary ETF position peaked at $223K in Q4 2024.
549 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.