Panoramic Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Panoramic Investment Advisors’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	$225K	Sell	566 -19	-3%	-$7.38K	0.11%	130
2026 Q1	$210K	Sell	585 -29	-5%	-$11.2K	0.11%	122
2025 Q4	$242K	Buy	614 +1	+0.2%	+$391	0.13%	111
2025 Q3	$243K	Sell	613 -42	-6%	-$16K	0.14%	108
2025 Q2	$237K	Buy	655 +2	+0.3%	+$679	0.15%	104
2025 Q1	$213K	Buy	653 +86	+15%	+$31.2K	0.14%	110
2024 Q4	$213K	Buy	+567	New	+$205K	0.14%	111

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

Panoramic Investment Advisors's VCR Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 3.2% in Q2 2026, selling an estimated $7.38K and leaving 566 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #130.

Panoramic Investment Advisors first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $243K in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Panoramic Investment Advisors held 566 shares of Vanguard Consumer Discretionary ETF worth $225K as of Q2 2026.
Panoramic Investment Advisors sold 19 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $7.38K.
Vanguard Consumer Discretionary ETF made up 0.11% of Panoramic Investment Advisors's portfolio in Q2 2026, its #130 holding.
Panoramic Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
Panoramic Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $243K in Q3 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.