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Atria Wealth Solutions’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$9.18M Buy
25,201
+5,295
+27% +$1.8M 0.21% 107
2025
Q1 		$6.48M Sell
19,906
-17,241
-46% -$6.25M 0.08% 267
2024
Q4 		$13.9M Sell
37,147
-1,131
-3% -$408K 0.15% 145
2024
Q3 		$13.1M Sell
38,278
-1,978
-5% -$632K 0.14% 157
2024
Q2 		$12.6M Sell
40,256
-1,146
-3% -$351K 0.14% 155
2024
Q1 		$13.2M Buy
41,402
+17,477
+73% +$5.33M 0.15% 149
2023
Q4 		$7.29M Sell
23,925
-18,118
-43% -$5.05M 0.09% 224
2023
Q3 		$11.3M Buy
42,043
+19,642
+88% +$5.57M 0.16% 138
2023
Q2 		$6.35M Buy
22,401
+1,017
+5% +$262K 0.09% 229
2023
Q1 		$5.4M Buy
21,384
+11,528
+117% +$2.81M 0.08% 249
2022
Q4 		$2.16M Sell
9,856
-100
-1% -$23.4K 0.03% 488
2022
Q3 		$2.34M Buy
9,956
+25
+0.3% +$6.47K 0.04% 418
2022
Q2 		$2.26M Sell
9,931
-14,669
-60% -$3.83M 0.04% 402
2022
Q1 		$7.51M Buy
+24,600
New +$7.49M 0.12% 175

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's VCR Position: Q2 2025 in Review

Atria Wealth Solutions increased its Vanguard Consumer Discretionary ETF (VCR) stake by 27% in Q2 2025, buying an estimated $1.8M and bringing the position to 25,201 shares worth $9.18M. The position accounts for 0.21% of the portfolio, ranked #107.

Atria Wealth Solutions first reported a position in VCR in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.9M in Q4 2024. 514 funds tracked by Wall St. Rank hold VCR as of Q2 2025.

  • Atria Wealth Solutions held 25,201 shares of Vanguard Consumer Discretionary ETF worth $9.18M as of Q2 2025.
  • Atria Wealth Solutions bought 5,295 Vanguard Consumer Discretionary ETF shares in Q2 2025, an estimated $1.8M.
  • Vanguard Consumer Discretionary ETF made up 0.21% of Atria Wealth Solutions's portfolio in Q2 2025, its #107 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Consumer Discretionary ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Consumer Discretionary ETF position peaked at $13.9M in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.