TrueWealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

TrueWealth 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	$246K	Hold	619	–	–	0.06%	218
2026 Q1	$222K	Hold	619	–	–	0.06%	225
2025 Q4	$244K	Hold	619	–	–	0.06%	211
2025 Q3	$245K	Hold	619	–	–	0.07%	203
2025 Q2	$224K	Hold	619	–	–	0.07%	205
2025 Q1	$201K	Hold	619	–	–	0.07%	205
2024 Q4	$232K	Hold	619	–	–	0.08%	200
2024 Q3	$211K	Buy	+619	New	+$198K	0.07%	218
2024 Q1	–	Sell	-716	Closed	-$218K	–	217
2023 Q4	$218K	Buy	+716	New	+$200K	0.08%	181
2023 Q3	–	Sell	-716	Closed	-$203K	–	206
2023 Q2	$203K	Buy	+716	New	+$185K	0.08%	185
2022 Q2	–	Sell	-767	Closed	-$261K	–	194
2022 Q1	$261K	Hold	767	–	–	0.12%	145
2021 Q4	$261K	Hold	767	–	–	0.12%	145
2021 Q3	$238K	Hold	767	–	–	0.13%	124
2021 Q2	$241K	Hold	767	–	–	0.14%	115
2021 Q1	$235K	Hold	767	–	–	0.15%	107
2020 Q4	$218K	Buy	+767	New	+$195K	0.19%	78

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

TrueWealth Advisors's VCR Position: Q2 2026 in Review

TrueWealth Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 619 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #218.

TrueWealth Advisors first reported a position in VCR in Q4 2020 and has held it in 16 quarters since. The position peaked at $261K in Q1 2022. 576 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

TrueWealth Advisors held 619 shares of Vanguard Consumer Discretionary ETF worth $246K as of Q2 2026.
TrueWealth Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #218 holding.
TrueWealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 16 quarters since.
TrueWealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $261K in Q1 2022.
576 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.