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

Coordinated Financial Services’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 Q1	$269K	Buy	749 +45	+6%	+$17.4K	0.15%	153
2025 Q4	$277K	Sell	704 -6	-0.8%	-$2.35K	0.16%	140
2025 Q3	$281K	Sell	710 -22	-3%	-$8.38K	0.18%	132
2025 Q2	$265K	Buy	732 +114	+18%	+$38.7K	0.18%	128
2025 Q1	$201K	Buy	618 +11	+2%	+$3.98K	0.15%	136
2024 Q4	$228K	Buy	+607	New	+$219K	0.18%	125
2024 Q2	–	Sell	-641	Closed	-$204K	–	135
2024 Q1	$204K	Buy	+641	New	+$196K	0.18%	125

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coordinated Financial Services's VCR Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Consumer Discretionary ETF (VCR) stake by 6.4% in Q1 2026, buying an estimated $17.4K and bringing the position to 749 shares worth $269K. The position accounts for 0.15% of the portfolio, ranked #153.

Coordinated Financial Services first reported a position in VCR in Q1 2024 and has held it in 7 quarters since. The position peaked at $281K in Q3 2025. 550 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Coordinated Financial Services held 749 shares of Vanguard Consumer Discretionary ETF worth $269K as of Q1 2026.
Coordinated Financial Services bought 45 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $17.4K.
Vanguard Consumer Discretionary ETF made up 0.15% of Coordinated Financial Services's portfolio in Q1 2026, its #153 holding.
Coordinated Financial Services first reported a position in Vanguard Consumer Discretionary ETF in Q1 2024 and has held it in 7 quarters since.
Coordinated Financial Services's Vanguard Consumer Discretionary ETF position peaked at $281K in Q3 2025.
550 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.