PUREfi Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

PUREfi Wealth’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 Q3	$597K	Hold	1,637	–	–	0.28%	84
2026 Q2	$649K	Hold	1,637	–	–	0.36%	68
2026 Q1	$588K	Hold	1,637	–	–	0.39%	66
2025 Q4	$645K	Hold	1,637	–	–	0.49%	55
2025 Q3	$648K	Hold	1,637	–	–	0.5%	55
2025 Q2	$593K	Hold	1,637	–	–	0.47%	57
2025 Q1	$533K	Hold	1,637	–	–	0.53%	53
2024 Q4	$614K	Buy	+1,637	New	+$591K	0.6%	35

Other funds holding VCR

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $664M AUM 19.72% 1-Year Est. Return

PUREfi Wealth's VCR Position: Q3 2026 in Review

PUREfi Wealth held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 1,637 shares worth $597K. The position accounts for 0.28% of the portfolio, ranked #84.

PUREfi Wealth first reported a position in VCR in Q4 2024 and has held it in 8 quarters since. The position peaked at $649K in Q2 2026. 209 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

PUREfi Wealth held 1,637 shares of Vanguard Consumer Discretionary ETF worth $597K as of Q3 2026.
PUREfi Wealth left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
Vanguard Consumer Discretionary ETF made up 0.28% of PUREfi Wealth's portfolio in Q3 2026, its #84 holding.
PUREfi Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's Vanguard Consumer Discretionary ETF position peaked at $649K in Q2 2026.
209 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.