Capital Analysts LLC’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Capital Analysts LLC’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	$109K	Hold	276	–	–	﹤0.01%	819
2026 Q1	$99K	Buy	+276	New	+$106K	﹤0.01%	799
2024 Q4	–	Sell	-7	Closed	-$2K	–	1388
2024 Q3	$2K	Buy	+7	New	+$2.23K	﹤0.01%	1232
2022 Q3	–	Sell	-24	Closed	-$5K	–	1130
2022 Q2	$5K	Sell	24 -7,444	-100%	-$1.94M	﹤0.01%	869
2022 Q1	$2.28M	Buy	7,468 +235	+3%	+$71.6K	0.14%	138
2021 Q4	$2.46M	Buy	7,233 +7,223	+72,230%	+$2.43M	0.15%	138
2021 Q3	$3K	Buy	+10	New	+$3.17K	﹤0.01%	912
2017 Q1	–	Sell	-1,060	Closed	-$136K	–	370
2016 Q4	$136K	Buy	+1,060	New	+$135K	0.02%	199

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

Capital Analysts LLC's VCR Position: Q2 2026 in Review

Capital Analysts LLC held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 276 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Capital Analysts LLC first reported a position in VCR in Q4 2016 and has held it in 8 quarters since. The position peaked at $2.46M in Q4 2021. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Capital Analysts LLC held 276 shares of Vanguard Consumer Discretionary ETF worth $109K as of Q2 2026.
Capital Analysts LLC left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #819 holding.
Capital Analysts LLC first reported a position in Vanguard Consumer Discretionary ETF in Q4 2016 and has held it in 8 quarters since.
Capital Analysts LLC's Vanguard Consumer Discretionary ETF position peaked at $2.46M in Q4 2021.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.