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

Perigon 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	$251K	Sell	633 -27	-4%	-$10.5K	﹤0.01%	1229
2026 Q1	$237K	Hold	660	–	–	﹤0.01%	1129
2025 Q4	$260K	Hold	660	–	–	﹤0.01%	1083
2025 Q3	$262K	Hold	660	–	–	0.01%	1031
2025 Q2	$239K	Hold	660	–	–	0.01%	929
2025 Q1	$215K	Hold	660	–	–	0.01%	938
2024 Q4	$251K	Hold	660	–	–	0.01%	884
2024 Q3	$225K	Buy	+660	New	+$211K	0.01%	893
2022 Q2	–	Sell	-841	Closed	-$257K	–	621
2022 Q1	$257K	Hold	841	–	–	0.02%	517
2021 Q4	$286K	Buy	841 +161	+24%	+$54.1K	0.02%	465
2021 Q3	$211K	Buy	+680	New	+$216K	0.02%	505
2021 Q1	–	Sell	-520	Closed	-$143K	–	1015
2020 Q4	$143K	Buy	+520	New	+$132K	0.02%	468

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

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

Perigon Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 4.1% in Q2 2026, selling an estimated $10.5K and leaving 633 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Perigon Wealth Management first reported a position in VCR in Q4 2020 and has held it in 12 quarters since. The position peaked at $286K in Q4 2021. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Perigon Wealth Management held 633 shares of Vanguard Consumer Discretionary ETF worth $251K as of Q2 2026.
Perigon Wealth Management sold 27 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $10.5K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1229 holding.
Perigon Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 12 quarters since.
Perigon Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $286K in Q4 2021.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.