Concord Wealth Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Concord Wealth Partners’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	$35.7K	Buy	+90	New	+$35K	﹤0.01%	408
2023 Q1	–	Sell	-3	Closed	-$657	–	1232
2022 Q4	$657	Buy	+3	New	+$703	﹤0.01%	1136

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

Concord Wealth Partners's VCR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q2 2026: 90 shares worth $35.7K. The stake represents ﹤0.01% of the portfolio and ranks #408 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VCR as recently as Q4 2022.

Concord Wealth Partners first reported a position in VCR in Q4 2022 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Concord Wealth Partners held 90 shares of Vanguard Consumer Discretionary ETF worth $35.7K as of Q2 2026.
Vanguard Consumer Discretionary ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #408 holding.
Concord Wealth Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 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 Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.