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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Birchcreek Wealth Management's VCR Position: Q1 2026 in Review

Birchcreek Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q1 2026 at 1,149 shares worth $413K. The position accounts for 0.2% of the portfolio, ranked #78.

Birchcreek Wealth Management first reported a position in VCR in Q4 2020 and has held it in 15 quarters since. The position peaked at $517K in Q2 2025. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Birchcreek Wealth Management held 1,149 shares of Vanguard Consumer Discretionary ETF worth $413K as of Q1 2026.
Birchcreek Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q1 2026.
Vanguard Consumer Discretionary ETF made up 0.2% of Birchcreek Wealth Management's portfolio in Q1 2026, its #78 holding.
Birchcreek Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 15 quarters since.
Birchcreek Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $517K in Q2 2025.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.