Colonial Trust Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Colonial Trust 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	$65.1K	Hold	164	–	–	﹤0.01%	339
2026 Q1	$58.8K	Buy	164 +1	+0.6%	+$386	﹤0.01%	330
2025 Q4	$64.4K	Hold	163	–	–	﹤0.01%	316
2025 Q3	$64.6K	Hold	163	–	–	0.01%	308
2025 Q2	$59K	Hold	163	–	–	﹤0.01%	319
2025 Q1	$52.9K	Buy	163 +1	+0.6%	+$362	﹤0.01%	329
2024 Q4	$60.9K	Buy	+162	New	+$58.5K	0.01%	290
2024 Q2	–	Sell	-161	Closed	-$51.2K	–	1018
2024 Q1	$51.2K	Hold	161	–	–	0.01%	321
2023 Q4	$49K	Buy	161 +1	+0.6%	+$279	0.01%	322
2023 Q3	$43.1K	Hold	160	–	–	﹤0.01%	342
2023 Q2	$45.3K	Hold	160	–	–	0.01%	346
2023 Q1	$40.4K	Buy	160 +1	+0.6%	+$244	﹤0.01%	353
2022 Q4	$34.9K	Buy	+159	New	+$37.3K	﹤0.01%	372

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

Colonial Trust Advisors's VCR Position: Q2 2026 in Review

Colonial Trust Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 164 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Colonial Trust Advisors first reported a position in VCR in Q4 2022 and has held it in 13 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Colonial Trust Advisors held 164 shares of Vanguard Consumer Discretionary ETF worth $65.1K as of Q2 2026.
Colonial Trust Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #339 holding.
Colonial Trust Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and has held it in 13 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

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