Stonebridge Financial Planning Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Stonebridge Financial Planning 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	$998K	Sell	2,515 -162	-6%	-$63K	0.32%	93
2026 Q1	$961K	Sell	2,677 -44	-2%	-$17K	0.35%	86
2025 Q4	$1.07M	Sell	2,721 -149	-5%	-$58.3K	0.39%	80
2025 Q3	$1.14M	Sell	2,870 -468	-14%	-$178K	0.43%	70
2025 Q2	$1.21M	Sell	3,338 -301	-8%	-$102K	0.51%	63
2025 Q1	$1.18M	Sell	3,639 -40	-1%	-$14.5K	0.54%	61
2024 Q4	$1.38M	Sell	3,679 -18	-0.5%	-$6.5K	0.62%	50
2024 Q3	$1.26M	Sell	3,697 -290	-7%	-$92.6K	0.6%	49
2024 Q2	$1.25M	Sell	3,987 -368	-8%	-$113K	0.63%	45
2024 Q1	$1.38M	Sell	4,355 -276	-6%	-$84.2K	0.73%	41
2023 Q4	$1.41M	Sell	4,631 -449	-9%	-$125K	0.81%	37
2023 Q3	$1.37M	Buy	5,080 +512	+11%	+$145K	0.88%	34
2023 Q2	$1.29M	Sell	4,568 -210	-4%	-$54.1K	0.79%	40
2023 Q1	$1.21M	Sell	4,778 -3,039	-39%	-$740K	0.78%	42
2022 Q4	$1.71M	Sell	7,817 -1,141	-13%	-$267K	1.14%	27
2022 Q3	$2.11M	Sell	8,958 -898	-9%	-$232K	1.47%	20
2022 Q2	$2.24M	Sell	9,856 -347	-3%	-$90.6K	1.52%	18
2022 Q1	$3.11M	Buy	10,203 +33	+0.3%	+$10.1K	1.74%	17
2021 Q4	$3.01M	Buy	10,170 +676	+7%	+$227K	1.58%	17
2021 Q3	$3.31M	Buy	9,494 +531	+6%	+$169K	1.62%	17
2021 Q2	$2.88M	Buy	8,963 +697	+8%	+$214K	1.53%	18
2021 Q1	$2.57M	Buy	8,266 +798	+11%	+$232K	1.5%	19
2020 Q4	$2.06M	Buy	7,468 +1,327	+22%	+$337K	1.3%	24
2020 Q3	$1.51M	Buy	6,141 +5,131	+508%	+$1.16M	1.09%	27
2020 Q2	$206K	Hold	1,010	–	–	0.18%	85
2020 Q1	$157K	Hold	1,010	–	–	0.16%	89
2019 Q4	$191K	Buy	+1,010	New	+$185K	0.17%	91

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

Stonebridge Financial Planning Group's VCR Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 6.1% in Q2 2026, selling an estimated $63K and leaving 2,515 shares worth $998K. The position accounts for 0.32% of the portfolio, ranked #93.

Stonebridge Financial Planning Group first reported a position in VCR in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.31M in Q3 2021. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Stonebridge Financial Planning Group held 2,515 shares of Vanguard Consumer Discretionary ETF worth $998K as of Q2 2026.
Stonebridge Financial Planning Group sold 162 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $63K.
Vanguard Consumer Discretionary ETF made up 0.32% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #93 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and has held it in 27 quarters since.
Stonebridge Financial Planning Group's Vanguard Consumer Discretionary ETF position peaked at $3.31M in Q3 2021.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.