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

Colonial 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 		$34.5K Buy
87
+68
+358% +$26.4K ﹤0.01% 580
2026
Q1 		$6.82K Hold
19
– – ﹤0.01% 811
2025
Q4 		$7.48K Hold
19
– – ﹤0.01% 797
2025
Q3 		$7.53K Hold
19
– – ﹤0.01% 780
2025
Q2 		$6.88K Buy
19
+3
+19% +$1.02K ﹤0.01% 793
2025
Q1 		$5.21K Hold
16
– – ﹤0.01% 819
2024
Q4 		$6.01K Buy
+16
New +$5.78K ﹤0.01% 1033

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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's VCR Position: Q2 2026 in Review

Colonial Trust increased its Vanguard Consumer Discretionary ETF (VCR) stake by 358% in Q2 2026, buying an estimated $26.4K and bringing the position to 87 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Colonial Trust first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Colonial Trust held 87 shares of Vanguard Consumer Discretionary ETF worth $34.5K as of Q2 2026.
  • Colonial Trust bought 68 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $26.4K.
  • Vanguard Consumer Discretionary ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #580 holding.
  • Colonial Trust first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
  • 577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

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