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

Birchcreek 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	$416K	Sell	1,049 -100	-9%	-$38.9K	0.16%	90
2026 Q1	$413K	Hold	1,149	–	–	0.2%	78
2025 Q4	$453K	Sell	1,149 -119	-9%	-$46.6K	0.22%	72
2025 Q3	$502K	Sell	1,268 -160	-11%	-$60.9K	0.26%	66
2025 Q2	$517K	Buy	1,428 +155	+12%	+$52.6K	0.29%	61
2025 Q1	$414K	Sell	1,273 -38	-3%	-$13.8K	0.26%	70
2024 Q4	$492K	Sell	1,311 -23	-2%	-$8.3K	0.31%	61
2024 Q3	$454K	Hold	1,334	–	–	0.3%	67
2024 Q2	$417K	Hold	1,334	–	–	0.23%	90
2024 Q1	$424K	Buy	1,334 +60	+5%	+$18.3K	0.22%	94
2023 Q4	$388K	Hold	1,274	–	–	0.23%	91
2023 Q3	$343K	Hold	1,274	–	–	0.23%	97
2023 Q2	$361K	Buy	+1,274	New	+$328K	0.25%	95
2021 Q4	–	Sell	-683	Closed	-$212K	–	129
2021 Q3	$212K	Buy	683 +38	+6%	+$12.1K	0.2%	112
2021 Q2	$203K	Buy	+645	New	+$198K	0.2%	116
2021 Q1	–	Sell	-629	Closed	-$173K	–	290
2020 Q4	$173K	Buy	+629	New	+$160K	0.17%	108

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

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

Birchcreek Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 8.7% in Q2 2026, selling an estimated $38.9K and leaving 1,049 shares worth $416K. The position accounts for 0.16% of the portfolio, ranked #90.

Birchcreek Wealth Management first reported a position in VCR in Q4 2020 and has held it in 16 quarters since. The position peaked at $517K in Q2 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Birchcreek Wealth Management held 1,049 shares of Vanguard Consumer Discretionary ETF worth $416K as of Q2 2026.
Birchcreek Wealth Management sold 100 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $38.9K.
Vanguard Consumer Discretionary ETF made up 0.16% of Birchcreek Wealth Management's portfolio in Q2 2026, its #90 holding.
Birchcreek Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 16 quarters since.
Birchcreek Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $517K in Q2 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.