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

Spire Wealth 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	$14.3M	Sell	36,002 -1,279	-3%	-$497K	0.43%	50
2026 Q1	$13.4M	Sell	37,281 -4,908	-12%	-$1.89M	0.46%	46
2025 Q4	$16.6M	Sell	42,189 -1,159	-3%	-$453K	0.56%	38
2025 Q3	$17.2M	Sell	43,348 -9,425	-18%	-$3.59M	0.58%	38
2025 Q2	$19.1M	Sell	52,773 -14,027	-21%	-$4.76M	0.68%	32
2025 Q1	$21.7M	Sell	66,800 -477	-0.7%	-$173K	0.7%	29
2024 Q4	$25.3M	Buy	67,277 +2,124	+3%	+$767K	0.78%	23
2024 Q3	$22.2M	Sell	65,153 -8,621	-12%	-$2.75M	0.75%	27
2024 Q2	$23M	Sell	73,774 -2,207	-3%	-$676K	0.81%	25
2024 Q1	$60.6M	Sell	75,981 -1,153	-1%	-$352K	1.1%	22
2023 Q4	$23M	Buy	77,134 +22,675	+42%	+$6.32M	0.76%	26
2023 Q3	$14.7M	Buy	54,459 +6,498	+14%	+$1.84M	0.56%	37
2023 Q2	$13.6M	Buy	47,961 +9,387	+24%	+$2.42M	0.5%	41
2023 Q1	$9.74M	Buy	38,574 +6,356	+20%	+$1.55M	0.38%	57
2022 Q4	$7.06M	Sell	32,218 -902	-3%	-$211K	0.4%	58
2022 Q3	$7.79M	Sell	33,120 -24,185	-42%	-$6.25M	0.47%	46
2022 Q2	$13M	Sell	57,305 -26,377	-32%	-$6.89M	0.54%	37
2022 Q1	$25.6M	Sell	83,682 -25,405	-23%	-$7.74M	0.68%	28
2021 Q4	$37.3M	Buy	109,087 +6,620	+6%	+$2.22M	0.83%	16
2021 Q3	$31.8M	Buy	102,467 +23,695	+30%	+$7.52M	0.84%	19
2021 Q2	$24.8M	Buy	78,772 +1,937	+3%	+$594K	0.67%	28
2021 Q1	$22.1M	Buy	+76,835	New	+$22.3M	0.59%	33

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

Spire Wealth Management's VCR Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 3.4% in Q2 2026, selling an estimated $497K and leaving 36,002 shares worth $14.3M. The position accounts for 0.43% of the portfolio, ranked #50.

Spire Wealth Management first reported a position in VCR in Q1 2021 and has held it in 22 quarters since. The position peaked at $60.6M in Q1 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Spire Wealth Management held 36,002 shares of Vanguard Consumer Discretionary ETF worth $14.3M as of Q2 2026.
Spire Wealth Management sold 1,279 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $497K.
Vanguard Consumer Discretionary ETF made up 0.43% of Spire Wealth Management's portfolio in Q2 2026, its #50 holding.
Spire Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $60.6M in Q1 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.