Chevy Chase Trust’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Chevy Chase Trust’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	$229K	Sell	578 -368	-39%	-$143K	﹤0.01%	639
2026 Q1	$340K	Hold	946	–	–	﹤0.01%	609
2025 Q4	$373K	Sell	946 -89	-9%	-$34.8K	﹤0.01%	606
2025 Q3	$410K	Sell	1,035 -1,382	-57%	-$526K	﹤0.01%	599
2025 Q2	$876K	Sell	2,417 -519	-18%	-$176K	﹤0.01%	577
2025 Q1	$956K	Sell	2,936 -54	-2%	-$19.6K	﹤0.01%	574
2024 Q4	$1.12M	Buy	+2,990	New	+$1.08M	﹤0.01%	569
2024 Q2	–	Sell	-634	Closed	-$201K	–	621
2024 Q1	$201K	Buy	+634	New	+$193K	﹤0.01%	604
2022 Q4	–	Sell	-944	Closed	-$222K	–	655
2022 Q3	$222K	Sell	944 -25	-3%	-$6.47K	﹤0.01%	617
2022 Q2	$220K	Hold	969	–	–	﹤0.01%	619
2022 Q1	$296K	Sell	969 -325	-25%	-$99K	﹤0.01%	617
2021 Q4	$441K	Buy	1,294 +30	+2%	+$10.1K	﹤0.01%	624
2021 Q3	$392K	Hold	1,264	–	–	﹤0.01%	610
2021 Q2	$397K	Hold	1,264	–	–	﹤0.01%	616
2021 Q1	$373K	Buy	+1,264	New	+$367K	﹤0.01%	612
2020 Q1	–	Sell	-475	Closed	-$90K	–	1019
2019 Q4	$90K	Buy	+475	New	+$86.9K	﹤0.01%	738
2019 Q1	–	Sell	-667	Closed	-$100K	–	718
2018 Q4	$100K	Buy	+667	New	+$108K	﹤0.01%	673
2016 Q3	–	Sell	-2,110	Closed	-$257K	–	661
2016 Q2	$257K	Hold	2,110	–	–	﹤0.01%	610
2016 Q1	$262K	Buy	+2,110	New	+$246K	﹤0.01%	610

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

Chevy Chase Trust's VCR Position: Q2 2026 in Review

Chevy Chase Trust reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 39% in Q2 2026, selling an estimated $143K and leaving 578 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Chevy Chase Trust first reported a position in VCR in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Chevy Chase Trust held 578 shares of Vanguard Consumer Discretionary ETF worth $229K as of Q2 2026.
Chevy Chase Trust sold 368 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $143K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #639 holding.
Chevy Chase Trust first reported a position in Vanguard Consumer Discretionary ETF in Q1 2016 and has held it in 19 quarters since.
Chevy Chase Trust's Vanguard Consumer Discretionary ETF position peaked at $1.12M in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.