Physician Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Physician Wealth 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	$47.4K	Buy	119 +14	+13%	+$5.44K	0.01%	444
2026 Q1	$37.8K	Hold	105	–	–	0.01%	464
2025 Q4	$41.4K	Hold	105	–	–	0.01%	422
2025 Q3	$41.5K	Hold	105	–	–	0.01%	405
2025 Q2	$37.9K	Buy	105 +1	+1%	+$339	0.01%	388
2025 Q1	$34K	Hold	104	–	–	0.01%	393
2024 Q4	$39.1K	Buy	+104	New	+$37.5K	0.01%	382

Other funds holding VCR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Physician Wealth Advisors's VCR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 13% in Q2 2026, buying an estimated $5.44K and bringing the position to 119 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #444.

Physician Wealth Advisors first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Physician Wealth Advisors held 119 shares of Vanguard Consumer Discretionary ETF worth $47.4K as of Q2 2026.
Physician Wealth Advisors bought 14 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $5.44K.
Vanguard Consumer Discretionary ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #444 holding.
Physician Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
276 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.