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

Aprio 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 		$738K Buy
+1,861
New +$723K 0.04% 293
2026
Q1 		– Sell
-513
Closed -$202K – 635
2025
Q4 		$202K Buy
+513
New +$201K 0.01% 526

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

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

Aprio Wealth Management opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q2 2026: 1,861 shares worth $738K. The stake represents 0.04% of the portfolio and ranks #293 among its holdings. This is a return to the name: Aprio Wealth Management previously reported a position in VCR as recently as Q4 2025.

Aprio Wealth Management first reported a position in VCR in Q4 2025 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Aprio Wealth Management held 1,861 shares of Vanguard Consumer Discretionary ETF worth $738K as of Q2 2026.
  • Vanguard Consumer Discretionary ETF was a new Aprio Wealth Management position in Q2 2026.
  • Vanguard Consumer Discretionary ETF made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Aprio Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2025 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.