Accretive Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Accretive Wealth Partners’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	$657K	Hold	1,656	–	–	0.16%	108
2026 Q1	$595K	Hold	1,656	–	–	0.17%	112
2025 Q4	$652K	Hold	1,656	–	–	0.19%	100
2025 Q3	$656K	Hold	1,656	–	–	0.2%	98
2025 Q2	$600K	Hold	1,656	–	–	0.2%	102
2025 Q1	$541K	Hold	1,656	–	–	0.19%	105
2024 Q4	$622K	Hold	1,656	–	–	0.26%	97
2024 Q3	$564K	Hold	1,656	–	–	0.24%	102
2024 Q2	$517K	Sell	1,656 -55	-3%	-$16.8K	0.22%	105
2024 Q1	$525K	Hold	1,711	–	–	0.23%	104
2023 Q4	$521K	Sell	1,711 -17	-1%	-$4.74K	0.25%	102
2023 Q3	$465K	Sell	1,728 -17	-1%	-$4.83K	0.28%	94
2023 Q2	$494K	Hold	1,745	–	–	0.29%	91
2023 Q1	$441K	Hold	1,745	–	–	0.28%	92
2022 Q4	$382K	Hold	1,745	–	–	0.26%	91
2022 Q3	$410K	Hold	1,745	–	–	0.31%	88
2022 Q2	$397K	Hold	1,745	–	–	0.29%	88
2022 Q1	$533K	Hold	1,745	–	–	0.33%	90
2021 Q4	$594K	Hold	1,745	–	–	0.38%	89
2021 Q3	$541K	Hold	1,745	–	–	0.38%	91
2021 Q2	$548K	Buy	+1,745	New	+$535K	0.4%	89

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

Accretive Wealth Partners's VCR Position: Q2 2026 in Review

Accretive Wealth Partners held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 1,656 shares worth $657K. The position accounts for 0.16% of the portfolio, ranked #108.

Accretive Wealth Partners first reported a position in VCR in Q2 2021 and has held it in 21 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Accretive Wealth Partners held 1,656 shares of Vanguard Consumer Discretionary ETF worth $657K as of Q2 2026.
Accretive Wealth Partners left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.16% of Accretive Wealth Partners's portfolio in Q2 2026, its #108 holding.
Accretive Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q2 2021 and has held it in 21 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.