Penobscot Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Penobscot Wealth Management’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	$278K	Buy	700 +46	+7%	+$17.9K	0.07%	98
2026 Q1	$235K	Buy	654 +98	+18%	+$37.8K	0.07%	100
2025 Q4	$219K	Buy	556 +26	+5%	+$10.2K	0.07%	101
2025 Q3	$210K	Buy	+530	New	+$202K	0.07%	100

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

Penobscot Wealth Management's VCR Position: Q2 2026 in Review

Penobscot Wealth Management increased its Vanguard Consumer Discretionary ETF (VCR) stake by 7% in Q2 2026, buying an estimated $17.9K and bringing the position to 700 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #98.

Penobscot Wealth Management first reported a position in VCR in Q3 2025 and has held it in 4 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Penobscot Wealth Management held 700 shares of Vanguard Consumer Discretionary ETF worth $278K as of Q2 2026.
Penobscot Wealth Management bought 46 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $17.9K.
Vanguard Consumer Discretionary ETF made up 0.07% of Penobscot Wealth Management's portfolio in Q2 2026, its #98 holding.
Penobscot Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2025 and has held it in 4 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.