Clearstead Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Clearstead 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	$1.77M	Buy	4,451 +1	+0%	+$389	0.02%	408
2026 Q1	$1.6M	Buy	4,450 +2	+0%	+$772	0.01%	412
2025 Q4	$1.75M	Buy	4,448 +1	+0%	+$391	0.02%	351
2025 Q3	$1.76M	Buy	4,447 +1	+0%	+$381	0.02%	344
2025 Q2	$1.61M	Hold	4,446	–	–	0.02%	354
2025 Q1	$1.45M	Hold	4,446	–	–	0.02%	351
2024 Q4	$1.67M	Hold	4,446	–	–	0.03%	321
2024 Q3	$1.51M	Hold	4,446	–	–	0.02%	341
2024 Q2	$1.39M	Hold	4,446	–	–	0.02%	331
2024 Q1	$1.37M	Hold	4,446	–	–	0.07%	190
2023 Q4	$1.35M	Hold	4,446	–	–	0.07%	188
2023 Q3	$1.2M	Sell	4,446 -62	-1%	-$17.6K	0.07%	184
2023 Q2	$1.28M	Buy	4,508 +4,446	+7,171%	+$1.15M	0.08%	180
2023 Q1	$15.7K	Hold	62	–	–	﹤0.01%	883
2022 Q4	$13.6K	Sell	62 -42	-40%	-$9.84K	﹤0.01%	867
2022 Q3	$24K	Hold	104	–	–	﹤0.01%	744
2022 Q2	$24K	Hold	104	–	–	﹤0.01%	762
2022 Q1	$32K	Hold	104	–	–	﹤0.01%	770
2021 Q4	$35K	Hold	104	–	–	﹤0.01%	722
2021 Q3	$32K	Hold	104	–	–	﹤0.01%	690
2021 Q2	$33K	Hold	104	–	–	﹤0.01%	628
2021 Q1	$31K	Buy	+104	New	+$30.2K	﹤0.01%	606

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

Clearstead Advisors's VCR Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.02% in Q2 2026, buying an estimated $389 and bringing the position to 4,451 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #408.

Clearstead Advisors first reported a position in VCR in Q1 2021 and has held it in 22 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Clearstead Advisors held 4,451 shares of Vanguard Consumer Discretionary ETF worth $1.77M as of Q2 2026.
Clearstead Advisors bought 1 Vanguard Consumer Discretionary ETF share in Q2 2026, an estimated $389.
Vanguard Consumer Discretionary ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #408 holding.
Clearstead Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2021 and has held it in 22 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.