Bartlett & Co Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Bartlett & Co 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	$236K	Hold	595	–	–	﹤0.01%	454
2026 Q1	$232K	Hold	595	–	–	﹤0.01%	433
2025 Q4	$234K	Sell	595 -523	-47%	-$205K	﹤0.01%	435
2025 Q3	$443K	Sell	1,118 -317	-22%	-$121K	0.01%	349
2025 Q2	$520K	Sell	1,435 -322	-18%	-$109K	0.01%	327
2025 Q1	$572K	Sell	1,757 -95	-5%	-$34.4K	0.01%	309
2024 Q4	$695K	Sell	1,852 -256	-12%	-$92.4K	0.01%	290
2024 Q3	$719K	Hold	2,108	–	–	0.01%	293
2024 Q2	$660K	Hold	2,108	–	–	0.01%	292
2024 Q1	$670K	Sell	2,108 -1,583	-43%	-$483K	0.01%	298
2023 Q4	$1.13M	Hold	3,691	–	–	0.02%	260
2023 Q3	$997K	Hold	3,691	–	–	0.02%	262
2023 Q2	$1.05M	Hold	3,691	–	–	0.02%	266
2023 Q1	$932K	Sell	3,691 -2,285	-38%	-$557K	0.02%	234
2022 Q4	$1.31M	Buy	+5,976	New	+$1.4M	0.03%	207

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

Bartlett & Co Wealth Management's VCR Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 595 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Bartlett & Co Wealth Management first reported a position in VCR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2022. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Bartlett & Co Wealth Management held 595 shares of Vanguard Consumer Discretionary ETF worth $236K as of Q2 2026.
Bartlett & Co Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #454 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and has held it in 15 quarters since.
Bartlett & Co Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $1.31M in Q4 2022.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

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