VSM Wealth Advisory’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

VSM Wealth Advisory’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	$398K	Buy	1,003 +101	+11%	+$39.2K	0.11%	77
2026 Q1	$324K	Buy	902 +98	+12%	+$37.8K	0.1%	86
2025 Q4	$317K	Buy	804 +738	+1,118%	+$289K	0.1%	77
2025 Q3	$26.1K	Hold	66	–	–	0.01%	254
2025 Q2	$23.9K	Hold	66	–	–	0.01%	289
2025 Q1	$21.5K	Hold	66	–	–	0.01%	273
2024 Q4	$24.8K	Buy	+66	New	+$23.8K	0.01%	249

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

VSM Wealth Advisory's VCR Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Consumer Discretionary ETF (VCR) stake by 11% in Q2 2026, buying an estimated $39.2K and bringing the position to 1,003 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #77.

VSM Wealth Advisory first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

VSM Wealth Advisory held 1,003 shares of Vanguard Consumer Discretionary ETF worth $398K as of Q2 2026.
VSM Wealth Advisory bought 101 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $39.2K.
Vanguard Consumer Discretionary ETF made up 0.11% of VSM Wealth Advisory's portfolio in Q2 2026, its #77 holding.
VSM Wealth Advisory first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.