VCI Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

VCI Wealth Management’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$350K	Buy	3,405 +85	+3%	+$8.57K	0.09%	85
2026 Q1	$310K	Sell	3,320 -30	-0.9%	-$3K	0.09%	114
2025 Q4	$342K	Sell	3,350 -3,727	-53%	-$378K	0.1%	97
2025 Q3	$728K	Sell	7,077 -799	-10%	-$79K	0.22%	103
2025 Q2	$741K	Buy	7,876 +494	+7%	+$43.5K	0.26%	88
2025 Q1	$624K	Sell	7,382 -708	-9%	-$66.6K	0.26%	89
2024 Q4	$788K	Buy	8,090 +916	+13%	+$85.8K	0.33%	71
2024 Q3	$634K	Sell	7,174 -9,308	-56%	-$771K	0.28%	77
2024 Q2	$1.34M	Buy	16,482 +4,154	+34%	+$330K	0.66%	38
2024 Q1	$1.02M	Sell	12,328 -2,323	-16%	-$184K	0.69%	37
2023 Q4	$1.16M	Buy	+14,651	New	+$1.06M	0.7%	35

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

VCI Wealth Management's FDIS Position: Q2 2026 in Review

VCI Wealth Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 2.6% in Q2 2026, buying an estimated $8.57K and bringing the position to 3,405 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #85.

VCI Wealth Management first reported a position in FDIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q2 2024. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

VCI Wealth Management held 3,405 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $350K as of Q2 2026.
VCI Wealth Management bought 85 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $8.57K.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.09% of VCI Wealth Management's portfolio in Q2 2026, its #85 holding.
VCI Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and has held it in 11 quarters since.
VCI Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.34M in Q2 2024.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.