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Valeo Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Valeo Financial 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
Q3 		$522K Hold
1,432
– – 0.01% 451
2026
Q2 		$568K Sell
1,432
-199
-12% -$77.3K 0.01% 416
2026
Q1 		$586K Sell
1,631
-1,161
-42% -$448K 0.01% 375
2025
Q4 		$1.1M Sell
2,792
-123
-4% -$48.1K 0.02% 282
2025
Q3 		$1.15M Buy
2,915
+119
+4% +$45.3K 0.03% 270
2025
Q2 		$1.01M Hold
2,796
– – 0.02% 299
2025
Q1 		$910K Hold
2,796
– – 0.03% 279
2024
Q4 		$1.05M Hold
2,796
– – 0.03% 252
2024
Q3 		$952K Buy
2,796
+42
+2% +$13.4K 0.03% 271
2024
Q2 		$860K Buy
+2,754
New +$844K 0.03% 269
2022
Q1 		– Sell
-695
Closed -$237K – 691
2021
Q4 		$237K Buy
695
+22
+3% +$7.39K 0.01% 479
2021
Q3 		$209K Sell
673
-1
-0.1% -$317 0.01% 490
2021
Q2 		$212K Buy
674
+2
+0.3% +$613 0.01% 434
2021
Q1 		$199K Sell
672
-86
-11% -$25K 0.01% 441
2020
Q4 		$209K Sell
758
-3
-0.4% -$762 0.01% 414
2020
Q3 		$179K Sell
761
-618
-45% -$140K 0.02% 349
2020
Q2 		$276K Sell
1,379
-239
-15% -$43.1K 0.03% 269
2020
Q1 		$255K Buy
1,618
+592
+58% +$106K 0.03% 250
2019
Q4 		$194K Buy
1,026
+1
+0.1% +$183 0.02% 329
2019
Q3 		$185K Hold
1,025
– – 0.02% 312
2019
Q2 		$184K Buy
1,025
+625
+156% +$110K 0.02% 304
2019
Q1 		$69K Sell
400
-42
-10% -$6.93K 0.01% 498
2018
Q4 		$67K Sell
442
-607
-58% -$98.4K 0.01% 454
2018
Q3 		$170K Buy
1,049
+651
+164% +$115K 0.02% 298
2018
Q2 		$69K Buy
398
+165
+71% +$27.3K 0.01% 477
2018
Q1 		$37K Hold
233
– – 0.01% 558
2017
Q4 		$36K Buy
233
+2
+0.9% +$298 0.01% 539
2017
Q3 		$33K Buy
+231
New +$32.9K 0.01% 479

Other funds holding VCR

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Valeo Financial Advisors's VCR Position: Q3 2026 in Review

Valeo Financial Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 1,432 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #451.

Valeo Financial Advisors first reported a position in VCR in Q3 2017 and has held it in 28 quarters since. The position peaked at $1.15M in Q3 2025. 23 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

  • Valeo Financial Advisors held 1,432 shares of Vanguard Consumer Discretionary ETF worth $522K as of Q3 2026.
  • Valeo Financial Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
  • Vanguard Consumer Discretionary ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #451 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Vanguard Consumer Discretionary ETF position peaked at $1.15M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.