AAS
VCR icon

Avantax Advisory Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Avantax Advisory Services’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 		$2.39M Sell
6,609
-12,090
-65% -$4.1M 0.01% 711
2025
Q1 		$6.09M Sell
18,699
-1,358
-7% -$492K 0.04% 358
2024
Q4 		$7.53M Sell
20,057
-15
-0.1% -$5.41K 0.05% 294
2024
Q3 		$6.83M Sell
20,072
-875
-4% -$279K 0.04% 318
2024
Q2 		$6.54M Sell
20,947
-618
-3% -$189K 0.05% 300
2024
Q1 		$6.85M Buy
21,565
+3,607
+20% +$1.1M 0.06% 241
2023
Q4 		$5.47M Sell
17,958
-4,279
-19% -$1.19M 0.05% 265
2023
Q3 		$5.99M Buy
22,237
+4,809
+28% +$1.36M 0.07% 218
2023
Q2 		$4.94M Sell
17,428
-812
-4% -$209K 0.06% 256
2023
Q1 		$4.61M Buy
18,240
+3,394
+23% +$827K 0.06% 261
2022
Q4 		$3.25M Sell
14,846
-572
-4% -$134K 0.04% 313
2022
Q3 		$3.62M Buy
15,418
+942
+7% +$244K 0.06% 258
2022
Q2 		$3.29M Buy
14,476
+8,135
+128% +$2.12M 0.05% 273
2022
Q1 		$1.94M Sell
6,341
-845
-12% -$257K 0.03% 381
2021
Q4 		$2.45M Buy
7,186
+2,973
+71% +$999K 0.04% 330
2021
Q3 		$1.31M Buy
4,213
+839
+25% +$266K 0.02% 416
2021
Q2 		$1.06M Buy
3,374
+1,379
+69% +$423K 0.02% 460
2021
Q1 		$588K Buy
1,995
+750
+60% +$218K 0.01% 576
2020
Q4 		$347K Sell
1,245
-5,247
-81% -$1.33M 0.01% 670
2020
Q3 		$1.52M Buy
+6,492
New +$1.47M 0.02% 415

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's VCR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 65% in Q2 2025, selling an estimated $4.1M and leaving 6,609 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #711.

Avantax Advisory Services first reported a position in VCR in Q3 2020 and has held it in 20 quarters since. The position peaked at $7.53M in Q4 2024. 514 funds tracked by Wall St. Rank hold VCR as of Q2 2025.

  • Avantax Advisory Services held 6,609 shares of Vanguard Consumer Discretionary ETF worth $2.39M as of Q2 2025.
  • Avantax Advisory Services sold 12,090 Vanguard Consumer Discretionary ETF shares in Q2 2025, an estimated $4.1M.
  • Vanguard Consumer Discretionary ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #711 holding.
  • Avantax Advisory Services first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and has held it in 20 quarters since.
  • Avantax Advisory Services's Vanguard Consumer Discretionary ETF position peaked at $7.53M in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.