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

SOA 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 		$155K Hold
391
– – 0.03% 234
2026
Q1 		$140K Buy
391
+1
+0.3% +$386 0.03% 239
2025
Q4 		$154K Buy
390
+1
+0.3% +$391 0.03% 235
2025
Q3 		$154K Sell
389
-37
-9% -$14.1K 0.03% 236
2025
Q2 		$154K Buy
426
+1
+0.2% +$339 0.03% 226
2025
Q1 		$138K Buy
425
+1
+0.2% +$362 0.03% 225
2024
Q4 		$159K Buy
424
+1
+0.2% +$361 0.03% 208
2024
Q3 		$144K Buy
423
+1
+0.2% +$319 0.03% 216
2024
Q2 		$132K Hold
422
– – 0.03% 217
2024
Q1 		$134K Buy
422
+1
+0.2% +$305 0.03% 219
2023
Q4 		$128K Buy
421
+2
+0.5% +$557 0.03% 213
2023
Q3 		$113K Buy
419
+1
+0.2% +$284 0.03% 213
2023
Q2 		$118K Hold
418
– – 0.03% 219
2023
Q1 		$106K Buy
418
+1
+0.2% +$244 0.03% 222
2022
Q4 		$91.3K Buy
417
+3
+0.7% +$703 0.02% 230
2022
Q3 		$97K Hold
414
– – 0.03% 204
2022
Q2 		$94K Buy
414
+82
+25% +$21.4K 0.03% 210
2022
Q1 		$101K Buy
332
+1
+0.3% +$305 0.02% 225
2021
Q4 		$113K Buy
331
+2
+0.6% +$672 0.03% 202
2021
Q3 		$102K Hold
329
– – 0.03% 215
2021
Q2 		$103K Sell
329
-2
-0.6% -$613 0.03% 211
2021
Q1 		$97K Buy
331
+17
+5% +$4.93K 0.03% 198
2020
Q4 		$93K Buy
+314
New +$79.7K 0.03% 198

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

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

SOA Wealth Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 391 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #234.

SOA Wealth Advisors first reported a position in VCR in Q4 2020 and has held it in 23 quarters since. The position peaked at $159K in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • SOA Wealth Advisors held 391 shares of Vanguard Consumer Discretionary ETF worth $155K as of Q2 2026.
  • SOA Wealth Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Discretionary ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • SOA Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $159K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.