Corient Private Wealth
VCR icon

Corient Private Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Corient Private Wealth’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 		$7.59M Buy
19,140
+110
+0.6% +$42.7K 0.01% 732
2026
Q1 		$6.68M Sell
19,030
-203
-1% -$78.3K 0.01% 752
2025
Q4 		$7.58M Buy
19,233
+14,855
+339% +$5.81M 0.01% 633
2025
Q3 		$1.73M Sell
4,378
-15,342
-78% -$5.84M ﹤0.01% 1135
2025
Q2 		$7.15M Buy
19,720
+269
+1% +$91.3K 0.01% 603
2025
Q1 		$6.33M Sell
19,451
-1,005
-5% -$364K 0.01% 624
2024
Q4 		$7.45M Sell
20,456
-1,775
-8% -$641K 0.01% 595
2024
Q3 		$7.57M Buy
22,231
+1,045
+5% +$334K 0.01% 638
2024
Q2 		$6.62M Buy
21,186
+1,904
+10% +$583K 0.01% 629
2024
Q1 		$6.13M Sell
19,282
-2,140
-10% -$653K 0.01% 658
2023
Q4 		$6.52M Buy
21,422
+1,038
+5% +$289K 0.01% 625
2023
Q3 		$5.49M Sell
20,384
-439
-2% -$125K 0.01% 624
2023
Q2 		$5.9M Buy
20,823
+612
+3% +$158K 0.01% 585
2023
Q1 		$5.1M Sell
20,211
-2,528
-11% -$616K 0.01% 588
2022
Q4 		$4.98M Buy
+22,739
New +$5.33M 0.02% 503

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

Corient Private Wealth's VCR Position: Q2 2026 in Review

Corient Private Wealth increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.58% in Q2 2026, buying an estimated $42.7K and bringing the position to 19,140 shares worth $7.59M. The position accounts for 0.01% of the portfolio, ranked #732.

Corient Private Wealth first reported a position in VCR in Q4 2022 and has held it in 15 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Corient Private Wealth held 19,140 shares of Vanguard Consumer Discretionary ETF worth $7.59M as of Q2 2026.
  • Corient Private Wealth bought 110 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $42.7K.
  • Vanguard Consumer Discretionary ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #732 holding.
  • Corient Private Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and has held it in 15 quarters since.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.