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Calton & Associates’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Calton & Associates’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 		– Sell
-524
Closed -$206K – 494
2025
Q4 		$206K Sell
524
-107
-17% -$41.9K 0.03% 421
2025
Q3 		$250K Sell
631
-40
-6% -$15.2K 0.04% 364
2025
Q2 		$243K Buy
671
+17
+3% +$5.77K 0.04% 322
2025
Q1 		$213K Buy
654
+113
+21% +$40.9K 0.05% 310
2024
Q4 		$203K Buy
+541
New +$195K 0.09% 189
2024
Q3 		– Sell
-709
Closed -$221K – 277
2024
Q2 		$221K Hold
709
– – 0.11% 170
2024
Q1 		$225K Sell
709
-131
-16% -$40K 0.11% 172
2023
Q4 		$256K Buy
+840
New +$234K 0.1% 181
2023
Q3 		– Sell
-762
Closed -$216K – 247
2023
Q2 		$216K Sell
762
-283
-27% -$73K 0.1% 187
2023
Q1 		$264K Buy
+1,045
New +$255K 0.12% 167
2021
Q4 		– Sell
-687
Closed -$212K – 411
2021
Q3 		$212K Buy
+687
New +$218K 0.05% 366
2018
Q1 		– Sell
-230
Closed -$38K – 1227
2017
Q4 		$38K Buy
+230
New +$34.3K 0.01% 748

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Calton & Associates's VCR Position: Q1 2026 in Review

Calton & Associates sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2026, closing a stake of 524 shares — an estimated $206K sold.

Calton & Associates first reported a position in VCR in Q4 2017 and held it in 12 quarters. The position peaked at $264K in Q1 2023. 553 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

  • Calton & Associates reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 524 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $206K.
  • Calton & Associates first reported a position in Vanguard Consumer Discretionary ETF in Q4 2017 and held it in 12 quarters.
  • Calton & Associates's Vanguard Consumer Discretionary ETF position peaked at $264K in Q1 2023.
  • 553 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.