Cerity Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Cerity Partners’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	$1.23M	Sell	3,098 -1,825	-37%	-$709K	﹤0.01%	1874
2026 Q1	$1.77M	Sell	4,923 -94	-2%	-$36.3K	﹤0.01%	1558
2025 Q4	$1.98M	Buy	5,017 +101	+2%	+$39.5K	﹤0.01%	1373
2025 Q3	$1.95M	Buy	4,916 +1,518	+45%	+$578K	﹤0.01%	1299
2025 Q2	$1.23M	Sell	3,398 -312	-8%	-$106K	﹤0.01%	1430
2025 Q1	$1.21M	Buy	3,710 +262	+8%	+$94.9K	﹤0.01%	1342
2024 Q4	$1.29M	Buy	3,448 +945	+38%	+$341K	﹤0.01%	1302
2024 Q3	$852K	Sell	2,503 -236	-9%	-$75.3K	﹤0.01%	1479
2024 Q2	$855K	Buy	+2,739	New	+$839K	﹤0.01%	1297
2023 Q2	–	Sell	-838	Closed	-$211K	–	1960
2023 Q1	$211K	Buy	+838	New	+$204K	﹤0.01%	1691

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

Cerity Partners's VCR Position: Q2 2026 in Review

Cerity Partners reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 37% in Q2 2026, selling an estimated $709K and leaving 3,098 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Cerity Partners first reported a position in VCR in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q4 2025. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Cerity Partners held 3,098 shares of Vanguard Consumer Discretionary ETF worth $1.23M as of Q2 2026.
Cerity Partners sold 1,825 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $709K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1874 holding.
Cerity Partners first reported a position in Vanguard Consumer Discretionary ETF in Q1 2023 and has held it in 10 quarters since.
Cerity Partners's Vanguard Consumer Discretionary ETF position peaked at $1.98M in Q4 2025.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.