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Community Financial Services Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Community Financial Services Group’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 		$364K Hold
913
– – 0.05% 104
2026
Q1 		$330K Buy
+913
New +$352K 0.06% 95

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

Community Financial Services Group's VCR Position: Q2 2026 in Review

Community Financial Services Group held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 913 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #104.

Community Financial Services Group first reported a position in VCR in Q1 2026 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Community Financial Services Group held 913 shares of Vanguard Consumer Discretionary ETF worth $364K as of Q2 2026.
  • Community Financial Services Group left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Discretionary ETF made up 0.05% of Community Financial Services Group's portfolio in Q2 2026, its #104 holding.
  • Community Financial Services Group first reported a position in Vanguard Consumer Discretionary ETF in Q1 2026 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.