Capital Investment Advisory Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Capital Investment Advisory Services’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	$52K	Buy	131 +111	+555%	+$43.1K	﹤0.01%	942
2026 Q1	$7.18K	Sell	20 -2	-9%	-$772	﹤0.01%	1098
2025 Q4	$8.67K	Buy	22 +2	+10%	+$783	﹤0.01%	1031
2025 Q3	$7.92K	Hold	20	–	–	﹤0.01%	982
2025 Q2	$7.25K	Hold	20	–	–	﹤0.01%	963
2025 Q1	$6.51K	Sell	20 -80	-80%	-$29K	﹤0.01%	905
2024 Q4	$37.5K	Hold	100	–	–	﹤0.01%	692
2024 Q3	$34K	Sell	100 -26	-21%	-$8.3K	﹤0.01%	741
2024 Q2	$39.4K	Hold	126	–	–	﹤0.01%	690
2024 Q1	$40K	Hold	126	–	–	﹤0.01%	685
2023 Q4	$38.4K	Sell	126 -43	-25%	-$12K	﹤0.01%	702
2023 Q3	$45.5K	Buy	169 +149	+745%	+$42.3K	﹤0.01%	638
2023 Q2	$5.66K	Hold	20	–	–	﹤0.01%	782
2023 Q1	$5.05K	Buy	+20	New	+$4.87K	﹤0.01%	784
2021 Q4	–	Sell	-50	Closed	-$15K	–	835
2021 Q3	$15K	Hold	50	–	–	﹤0.01%	655
2021 Q2	$16K	Hold	50	–	–	﹤0.01%	680
2021 Q1	$15K	Hold	50	–	–	﹤0.01%	633
2020 Q4	$14K	Hold	50	–	–	﹤0.01%	600
2020 Q3	$12K	Hold	50	–	–	﹤0.01%	538
2020 Q2	$10K	Sell	50 -153	-75%	-$27.6K	﹤0.01%	484
2020 Q1	$30K	Buy	203 +50	+33%	+$8.96K	0.01%	411
2019 Q4	$29K	Buy	153 +119	+350%	+$21.8K	0.01%	420
2019 Q3	$6K	Hold	34	–	–	﹤0.01%	1105
2019 Q2	$6K	Sell	34 -4	-11%	-$707	﹤0.01%	1107
2019 Q1	$7K	Sell	38 -11	-22%	-$1.82K	﹤0.01%	912
2018 Q4	$7K	Buy	+49	New	+$7.94K	﹤0.01%	884

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

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

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Capital Investment Advisory Services's VCR Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Vanguard Consumer Discretionary ETF (VCR) stake by 555% in Q2 2026, buying an estimated $43.1K and bringing the position to 131 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Capital Investment Advisory Services first reported a position in VCR in Q4 2018 and has held it in 26 quarters since. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Capital Investment Advisory Services held 131 shares of Vanguard Consumer Discretionary ETF worth $52K as of Q2 2026.
Capital Investment Advisory Services bought 111 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $43.1K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #942 holding.
Capital Investment Advisory Services first reported a position in Vanguard Consumer Discretionary ETF in Q4 2018 and has held it in 26 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.