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Sound View Wealth Advisors Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Sound View Wealth Advisors Group’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 		$1.37M Buy
3,448
+19
+0.6% +$7.38K 0.08% 162
2026
Q1 		$1.23M Sell
3,429
-58
-2% -$22.4K 0.08% 168
2025
Q4 		$1.37M Sell
3,487
-164
-4% -$64.2K 0.09% 161
2025
Q3 		$1.45M Sell
3,651
-76
-2% -$28.9K 0.1% 157
2025
Q2 		$1.35M Sell
3,727
-174
-4% -$59K 0.1% 158
2025
Q1 		$1.27M Sell
3,901
-36
-0.9% -$13K 0.1% 154
2024
Q4 		$1.48M Sell
3,937
-180
-4% -$65K 0.12% 144
2024
Q3 		$1.4M Buy
4,117
+962
+30% +$307K 0.11% 153
2024
Q2 		$985K Buy
3,155
+176
+6% +$53.9K 0.1% 162
2024
Q1 		$947K Sell
2,979
-82
-3% -$25K 0.1% 168
2023
Q4 		$932K Buy
3,061
+519
+20% +$145K 0.1% 165
2023
Q3 		$685K Buy
2,542
+479
+23% +$136K 0.09% 183
2023
Q2 		$584K Buy
2,063
+137
+7% +$35.3K 0.08% 200
2023
Q1 		$486K Sell
1,926
-1,135
-37% -$276K 0.07% 223
2022
Q4 		$932K Buy
3,061
+1,943
+174% +$455K 0.1% 165
2022
Q3 		$263K Buy
1,118
+17
+2% +$4.4K 0.06% 227
2022
Q2 		$250K Sell
1,101
-1,863
-63% -$487K 0.05% 243
2022
Q1 		$905K Buy
2,964
+334
+13% +$102K 0.17% 120
2021
Q4 		$896K Sell
2,630
-1,272
-33% -$427K 0.17% 124
2021
Q3 		$1.21M Buy
3,902
+119
+3% +$37.8K 0.25% 101
2021
Q2 		$1.19M Buy
+3,783
New +$1.16M 0.25% 100

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

Sound View Wealth Advisors Group's VCR Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.55% in Q2 2026, buying an estimated $7.38K and bringing the position to 3,448 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #162.

Sound View Wealth Advisors Group first reported a position in VCR in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.48M in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,448 shares of Vanguard Consumer Discretionary ETF worth $1.37M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 19 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $7.38K.
  • Vanguard Consumer Discretionary ETF made up 0.08% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #162 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Consumer Discretionary ETF in Q2 2021 and has held it in 21 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Consumer Discretionary ETF position peaked at $1.48M in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.