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

Sherman 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 		$405K Sell
1,020
-641
-39% -$249K 0.3% 55
2026
Q1 		$596K Sell
1,661
-7
-0.4% -$2.7K 0.51% 43
2025
Q4 		$657K Buy
+1,668
New +$653K 0.57% 44

Other funds holding VCR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
AFC
Adaptive Financial Consulting Beachwood, Ohio $285M AUM 11.51% 1-Year Est. Return

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

Sherman Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 39% in Q2 2026, selling an estimated $249K and leaving 1,020 shares worth $405K. The position accounts for 0.3% of the portfolio, ranked #55.

Sherman Wealth Management first reported a position in VCR in Q4 2025 and has held it in 3 quarters since. The position peaked at $657K in Q4 2025. 382 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Sherman Wealth Management held 1,020 shares of Vanguard Consumer Discretionary ETF worth $405K as of Q2 2026.
  • Sherman Wealth Management sold 641 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $249K.
  • Vanguard Consumer Discretionary ETF made up 0.3% of Sherman Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Sherman Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $657K in Q4 2025.
  • 382 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.