Silver Oak Securities’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Silver Oak Securities’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	$247K	Buy	622 +1	+0.2%	+$389	0.02%	693
2026 Q1	$223K	Sell	621 -805	-56%	-$311K	0.02%	702
2025 Q4	$566K	Sell	1,426 -1	-0.1%	-$391	0.04%	425
2025 Q3	$565K	Buy	1,427 +42	+3%	+$16K	0.04%	392
2025 Q2	$502K	Buy	1,385 +49	+4%	+$16.6K	0.04%	408
2025 Q1	$436K	Buy	1,336 +516	+63%	+$187K	0.04%	405
2024 Q4	$311K	Sell	820 -4,309	-84%	-$1.56M	0.03%	491
2024 Q3	$1.75M	Buy	+5,129	New	+$1.64M	0.18%	122
2024 Q1	–	Sell	-1,010	Closed	-$308K	–	545
2023 Q4	$308K	Sell	1,010 -884	-47%	-$246K	0.04%	371
2023 Q3	$510K	Buy	+1,894	New	+$538K	0.11%	160
2022 Q4	–	Sell	-1,894	Closed	-$510K	–	481
2022 Q3	$510K	Buy	+1,894	New	+$490K	0.11%	160

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

Silver Oak Securities's VCR Position: Q2 2026 in Review

Silver Oak Securities increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.16% in Q2 2026, buying an estimated $389 and bringing the position to 622 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #693.

Silver Oak Securities first reported a position in VCR in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.75M in Q3 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Silver Oak Securities held 622 shares of Vanguard Consumer Discretionary ETF worth $247K as of Q2 2026.
Silver Oak Securities bought 1 Vanguard Consumer Discretionary ETF share in Q2 2026, an estimated $389.
Vanguard Consumer Discretionary ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #693 holding.
Silver Oak Securities first reported a position in Vanguard Consumer Discretionary ETF in Q3 2022 and has held it in 11 quarters since.
Silver Oak Securities's Vanguard Consumer Discretionary ETF position peaked at $1.75M in Q3 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.