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 Q3	$733K	Hold	2,010	–	–	0.28%	58
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%	+$6.7K	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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

JIG

Junk Investment Group Hunt Valley, Maryland $241M AUM

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Yoder Wealth Management's VCR Position: Q3 2026 in Review

Yoder Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 2,010 shares worth $733K. The position accounts for 0.28% of the portfolio, ranked #58.

Yoder Wealth Management first reported a position in VCR in Q1 2023 and has held it in 15 quarters since. The position peaked at $797K in Q2 2026. 98 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Yoder Wealth Management held 2,010 shares of Vanguard Consumer Discretionary ETF worth $733K as of Q3 2026.
Yoder Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
Vanguard Consumer Discretionary ETF made up 0.28% of Yoder Wealth Management's portfolio in Q3 2026, its #58 holding.
Yoder Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $797K in Q2 2026.
98 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.