Boltwood Capital Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Boltwood Capital 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	$278K	Hold	702	–	–	0.06%	168
2026 Q1	$252K	Buy	702 +2	+0.3%	+$772	0.06%	171
2025 Q4	$276K	Hold	700	–	–	0.07%	158
2025 Q3	$277K	Sell	700 -14	-2%	-$5.33K	0.07%	159
2025 Q2	$259K	Sell	714 -50	-7%	-$17K	0.07%	161
2025 Q1	$249K	Buy	764 +4	+0.5%	+$1.45K	0.08%	161
2024 Q4	$285K	Buy	760 +1	+0.1%	+$361	0.09%	147
2024 Q3	$258K	Hold	759	–	–	0.08%	151
2024 Q2	$237K	Buy	759 +19	+3%	+$5.82K	0.07%	157
2024 Q1	$235K	Buy	740 +1	+0.1%	+$305	0.07%	161
2023 Q4	$225K	Sell	739 -92	-11%	-$25.6K	0.07%	154
2023 Q3	$224K	Sell	831 -18	-2%	-$5.11K	0.08%	148
2023 Q2	$240K	Hold	849	–	–	0.09%	146
2023 Q1	$214K	Buy	+849	New	+$207K	0.08%	154
2022 Q2	–	Sell	-806	Closed	-$246K	–	163
2022 Q1	$246K	Buy	806 +3	+0.4%	+$914	0.1%	145
2021 Q4	$274K	Hold	803	–	–	0.1%	142
2021 Q3	$249K	Hold	803	–	–	0.1%	141
2021 Q2	$252K	Hold	803	–	–	0.1%	142
2021 Q1	$237K	Hold	803	–	–	0.11%	142
2020 Q4	$221K	Buy	+803	New	+$204K	0.11%	138

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

Boltwood Capital Management's VCR Position: Q2 2026 in Review

Boltwood Capital Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 702 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #168.

Boltwood Capital Management first reported a position in VCR in Q4 2020 and has held it in 20 quarters since. The position peaked at $285K in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Boltwood Capital Management held 702 shares of Vanguard Consumer Discretionary ETF worth $278K as of Q2 2026.
Boltwood Capital Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.06% of Boltwood Capital Management's portfolio in Q2 2026, its #168 holding.
Boltwood Capital Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 20 quarters since.
Boltwood Capital Management's Vanguard Consumer Discretionary ETF position peaked at $285K in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.