DT Investment Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

DT Investment 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 Q1	$243K	Sell	676 -114	-14%	-$44K	0.02%	133
2025 Q4	$311K	Buy	790 +72	+10%	+$28.2K	0.03%	116
2025 Q3	$284K	Hold	718	–	–	0.02%	119
2025 Q2	$260K	Sell	718 -2,319	-76%	-$787K	0.02%	127
2025 Q1	$989K	Buy	3,037 +448	+17%	+$162K	0.1%	87
2024 Q4	$972K	Buy	2,589 +2,499	+2,777%	+$902K	0.08%	90
2024 Q3	$30.6K	Hold	90	–	–	﹤0.01%	305
2024 Q2	$28.1K	Buy	+90	New	+$27.6K	﹤0.01%	288
2023 Q4	–	Sell	-27	Closed	-$7.27K	–	478
2023 Q3	$7.27K	Hold	27	–	–	﹤0.01%	342
2023 Q2	$7.83K	Hold	27	–	–	﹤0.01%	345
2023 Q1	$6.71K	Buy	27 +3	+13%	+$731	﹤0.01%	352
2022 Q4	$5.26K	Hold	24	–	–	﹤0.01%	386
2022 Q3	$6K	Buy	+24	New	+$6.21K	﹤0.01%	353

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DT Investment Partners's VCR Position: Q1 2026 in Review

DT Investment Partners reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 14% in Q1 2026, selling an estimated $44K and leaving 676 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #133.

DT Investment Partners first reported a position in VCR in Q3 2022 and has held it in 13 quarters since. The position peaked at $989K in Q1 2025. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

DT Investment Partners held 676 shares of Vanguard Consumer Discretionary ETF worth $243K as of Q1 2026.
DT Investment Partners sold 114 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $44K.
Vanguard Consumer Discretionary ETF made up 0.02% of DT Investment Partners's portfolio in Q1 2026, its #133 holding.
DT Investment Partners first reported a position in Vanguard Consumer Discretionary ETF in Q3 2022 and has held it in 13 quarters since.
DT Investment Partners's Vanguard Consumer Discretionary ETF position peaked at $989K in Q1 2025.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.