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 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 $1.37T 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

Capital Analysts LLC's VCR Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q1 2026: 276 shares worth $99K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in VCR as recently as Q3 2024.

Capital Analysts LLC first reported a position in VCR in Q4 2016 and has held it in 7 quarters since. The position peaked at $2.46M in Q4 2021. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Capital Analysts LLC held 276 shares of Vanguard Consumer Discretionary ETF worth $99K as of Q1 2026.
Vanguard Consumer Discretionary ETF was a new Capital Analysts LLC position in Q1 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #799 holding.
Capital Analysts LLC first reported a position in Vanguard Consumer Discretionary ETF in Q4 2016 and has held it in 7 quarters since.
Capital Analysts LLC's Vanguard Consumer Discretionary ETF position peaked at $2.46M in Q4 2021.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.