SWIM
VCR icon

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

Smallwood Wealth Investment 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 		$3.17K Hold
8
– – ﹤0.01% 387
2026
Q1 		$2.87K Hold
8
– – ﹤0.01% 397
2025
Q4 		$3.15K Buy
+8
New +$3.13K ﹤0.01% 375

Other funds holding VCR

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Smallwood Wealth Investment Management's VCR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 8 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Smallwood Wealth Investment Management first reported a position in VCR in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Smallwood Wealth Investment Management held 8 shares of Vanguard Consumer Discretionary ETF worth $3.17K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Discretionary ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #387 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.