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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $377B AUM 19.32% 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

Perigon Wealth Management's VCR Position: Q1 2026 in Review

Perigon Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q1 2026 at 660 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Perigon Wealth Management first reported a position in VCR in Q4 2020 and has held it in 11 quarters since. The position peaked at $286K in Q4 2021. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Perigon Wealth Management held 660 shares of Vanguard Consumer Discretionary ETF worth $237K as of Q1 2026.
Perigon Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q1 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1129 holding.
Perigon Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 11 quarters since.
Perigon Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $286K in Q4 2021.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.