Sowell Financial Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Sowell Financial Services’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	–	Sell	-641	Closed	-$230K	–	1224
2026 Q1	$230K	Sell	641 -4	-0.6%	-$1.54K	0.01%	956
2025 Q4	$254K	Buy	+645	New	+$252K	0.01%	901
2021 Q2	–	Sell	-273	Closed	-$84K	–	2637
2021 Q1	$84K	Buy	273 +132	+94%	+$38.3K	﹤0.01%	1446
2020 Q4	$39K	Buy	141 +41	+41%	+$10.4K	﹤0.01%	1496
2020 Q3	$23K	Hold	100	–	–	﹤0.01%	1508
2020 Q2	$20K	Hold	100	–	–	﹤0.01%	1469
2020 Q1	$15K	Hold	100	–	–	﹤0.01%	1490
2019 Q4	$19K	Sell	100 -30	-23%	-$5.49K	﹤0.01%	1461
2019 Q3	$23K	Buy	+130	New	+$23.5K	﹤0.01%	1236
2018 Q4	–	Sell	-22,374	Closed	-$3.43M	–	536
2018 Q3	$3.43M	Buy	+22,374	New	+$3.95M	0.5%	46

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

Sowell Financial Services's VCR Position: Q2 2026 in Review

Sowell Financial Services sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2026, closing a stake of 641 shares — an estimated $230K sold.

Sowell Financial Services first reported a position in VCR in Q3 2018 and held it in 10 quarters. The position peaked at $3.43M in Q3 2018. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Sowell Financial Services reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 641 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $230K.
Sowell Financial Services first reported a position in Vanguard Consumer Discretionary ETF in Q3 2018 and held it in 10 quarters.
Sowell Financial Services's Vanguard Consumer Discretionary ETF position peaked at $3.43M in Q3 2018.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.