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Concurrent Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Concurrent Investment 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 		$6.46M Buy
16,298
+38
+0.2% +$14.8K 0.06% 370
2026
Q1 		$5.84M Buy
16,260
+1,380
+9% +$532K 0.06% 327
2025
Q4 		$5.86M Buy
14,880
+504
+4% +$197K 0.07% 291
2025
Q3 		$5.69M Buy
14,376
+272
+2% +$104K 0.1% 217
2025
Q2 		$5.11M Sell
14,104
-331
-2% -$112K 0.1% 216
2025
Q1 		$4.7M Buy
14,435
+5,308
+58% +$1.92M 0.11% 197
2024
Q4 		$3.43M Sell
9,127
-38
-0.4% -$13.7K 0.09% 220
2024
Q3 		$3.12M Sell
9,165
-561
-6% -$179K 0.09% 226
2024
Q2 		$3.04M Sell
9,726
-909
-9% -$278K 0.1% 207
2024
Q1 		$3.38M Sell
10,635
-940
-8% -$287K 0.14% 163
2023
Q4 		$3.52M Buy
+11,575
New +$3.23M 0.17% 146

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

Concurrent Investment Advisors's VCR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.23% in Q2 2026, buying an estimated $14.8K and bringing the position to 16,298 shares worth $6.46M. The position accounts for 0.06% of the portfolio, ranked #370.

Concurrent Investment Advisors first reported a position in VCR in Q4 2023 and has held it in 11 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Concurrent Investment Advisors held 16,298 shares of Vanguard Consumer Discretionary ETF worth $6.46M as of Q2 2026.
  • Concurrent Investment Advisors bought 38 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $14.8K.
  • Vanguard Consumer Discretionary ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #370 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and has held it in 11 quarters since.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.