WLIM
VCR icon

White Lighthouse Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

White Lighthouse Investment Management’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 		$1.58M Sell
3,990
-338
-8% -$131K 0.2% 64
2026
Q1 		$1.55M Sell
4,328
-86
-2% -$33.2K 0.22% 62
2025
Q4 		$1.74M Sell
4,414
-163
-4% -$63.8K 0.24% 54
2025
Q3 		$1.81M Sell
4,577
-158
-3% -$60.2K 0.28% 49
2025
Q2 		$1.72M Sell
4,735
-37
-0.8% -$12.6K 0.28% 51
2025
Q1 		$1.55M Sell
4,772
-40
-0.8% -$14.5K 0.28% 52
2024
Q4 		$1.81M Buy
4,812
+90
+2% +$32.5K 0.32% 46
2024
Q3 		$1.61M Buy
4,722
+45
+1% +$14.4K 0.29% 53
2024
Q2 		$1.46M Sell
4,677
-26
-0.6% -$7.96K 0.28% 53
2024
Q1 		$1.49M Buy
4,703
+404
+9% +$123K 0.3% 51
2023
Q4 		$1.31M Buy
4,299
+445
+12% +$124K 0.29% 55
2023
Q3 		$1.04M Buy
3,854
+109
+3% +$30.9K 0.25% 61
2023
Q2 		$1.06M Sell
3,745
-377
-9% -$97.2K 0.25% 59
2023
Q1 		$1.04M Buy
4,122
+490
+13% +$119K 0.26% 58
2022
Q4 		$795K Buy
3,632
+637
+21% +$149K 0.22% 67
2022
Q3 		$704K Buy
+2,995
New +$775K 0.21% 65

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

White Lighthouse Investment Management's VCR Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 7.8% in Q2 2026, selling an estimated $131K and leaving 3,990 shares worth $1.58M. The position accounts for 0.2% of the portfolio, ranked #64.

White Lighthouse Investment Management first reported a position in VCR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • White Lighthouse Investment Management held 3,990 shares of Vanguard Consumer Discretionary ETF worth $1.58M as of Q2 2026.
  • White Lighthouse Investment Management sold 338 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $131K.
  • Vanguard Consumer Discretionary ETF made up 0.2% of White Lighthouse Investment Management's portfolio in Q2 2026, its #64 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2022 and has held it in 16 quarters since.
  • White Lighthouse Investment Management's Vanguard Consumer Discretionary ETF position peaked at $1.81M in Q3 2025.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.