Yoder Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Yoder Wealth 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	$797K	Buy	2,010 +37	+2%	+$14.4K	0.31%	54
2026 Q1	$708K	Hold	1,973	–	–	0.32%	57
2025 Q4	$777K	Buy	1,973 +45	+2%	+$17.6K	0.35%	56
2025 Q3	$764K	Sell	1,928 -52	-3%	-$19.8K	0.36%	56
2025 Q2	$717K	Hold	1,980	–	–	0.37%	55
2025 Q1	$645K	Hold	1,980	–	–	0.36%	56
2024 Q4	$743K	Buy	1,980 +69	+4%	+$24.9K	0.41%	52
2024 Q3	$651K	Buy	1,911 +21	+1%	+$6.71K	0.39%	51
2024 Q2	$590K	Buy	1,890 +16	+0.9%	+$4.9K	0.38%	52
2024 Q1	$595K	Sell	1,874 -374	-17%	-$114K	0.39%	50
2023 Q4	$685K	Sell	2,248 -7	-0.3%	-$1.95K	0.48%	45
2023 Q3	$607K	Sell	2,255 -18	-0.8%	-$5.11K	0.5%	46
2023 Q2	$644K	Sell	2,273 -49	-2%	-$12.6K	0.51%	42
2023 Q1	$586K	Buy	+2,322	New	+$566K	0.49%	43

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

Yoder Wealth Management's VCR Position: Q2 2026 in Review

Yoder Wealth Management increased its Vanguard Consumer Discretionary ETF (VCR) stake by 1.9% in Q2 2026, buying an estimated $14.4K and bringing the position to 2,010 shares worth $797K. The position accounts for 0.31% of the portfolio, ranked #54.

Yoder Wealth Management first reported a position in VCR in Q1 2023 and has held it in 14 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Yoder Wealth Management held 2,010 shares of Vanguard Consumer Discretionary ETF worth $797K as of Q2 2026.
Yoder Wealth Management bought 37 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $14.4K.
Vanguard Consumer Discretionary ETF made up 0.31% of Yoder Wealth Management's portfolio in Q2 2026, its #54 holding.
Yoder Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2023 and has held it in 14 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.