Choate Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Choate Investment Advisors’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	$509K	Hold	1,283	–	–	0.01%	325
2026 Q1	$461K	Sell	1,283 -20	-2%	-$7.72K	0.01%	307
2025 Q4	$513K	Buy	1,303 +346	+36%	+$135K	0.01%	301
2025 Q3	$379K	Hold	957	–	–	0.01%	325
2025 Q2	$347K	Hold	957	–	–	0.01%	320
2025 Q1	$312K	Hold	957	–	–	0.01%	319
2024 Q4	$359K	Hold	957	–	–	0.01%	303
2024 Q3	$326K	Hold	957	–	–	0.01%	304
2024 Q2	$299K	Hold	957	–	–	0.01%	302
2024 Q1	$304K	Hold	957	–	–	0.01%	332
2023 Q4	$291K	Buy	957 +60	+7%	+$16.7K	0.01%	310
2023 Q3	$242K	Hold	897	–	–	0.01%	321
2023 Q2	$254K	Hold	897	–	–	0.01%	257
2023 Q1	$227K	Hold	897	–	–	0.01%	252
2022 Q4	$196K	Hold	897	–	–	0.01%	266
2022 Q3	$211K	Hold	897	–	–	0.01%	237
2022 Q2	$204K	Hold	897	–	–	0.01%	250
2022 Q1	$274K	Hold	897	–	–	0.01%	256
2021 Q4	$306K	Hold	897	–	–	0.02%	229
2021 Q3	$278K	Hold	897	–	–	0.02%	230
2021 Q2	$282K	Hold	897	–	–	0.02%	233
2021 Q1	$265K	Sell	897 -139	-13%	-$40.3K	0.02%	231
2020 Q4	$285K	Sell	1,036 -180	-15%	-$45.7K	0.02%	212
2020 Q3	$285K	Buy	+1,216	New	+$276K	0.02%	213

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

Choate Investment Advisors's VCR Position: Q2 2026 in Review

Choate Investment Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 1,283 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #325.

Choate Investment Advisors first reported a position in VCR in Q3 2020 and has held it in 24 quarters since. The position peaked at $513K in Q4 2025. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Choate Investment Advisors held 1,283 shares of Vanguard Consumer Discretionary ETF worth $509K as of Q2 2026.
Choate Investment Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #325 holding.
Choate Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2020 and has held it in 24 quarters since.
Choate Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $513K in Q4 2025.
577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.