EP Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

EP Wealth 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	$2.35M	Buy	5,922 +458	+8%	+$178K	0.01%	541
2026 Q1	$1.96M	Sell	5,464 -966	-15%	-$373K	0.01%	482
2025 Q4	$2.53M	Buy	+6,430	New	+$2.52M	0.01%	397
2025 Q2	$2.39M	Buy	6,602 +3,815	+137%	+$1.29M	0.02%	381
2025 Q1	$907K	Sell	2,787 -1,342	-33%	-$486K	0.01%	530
2024 Q4	$1.55M	Buy	4,129 +177	+4%	+$63.9K	0.01%	401
2024 Q3	$1.35M	Buy	3,952 +1,111	+39%	+$355K	0.01%	431
2024 Q2	$887K	Sell	2,841 -19,021	-87%	-$5.83M	0.01%	417
2024 Q1	$6.95M	Buy	21,862 +18,810	+616%	+$5.74M	0.08%	141
2023 Q4	$930K	Buy	3,052 +284	+10%	+$79.2K	0.01%	379
2023 Q3	$746K	Sell	2,768 -29,319	-91%	-$8.32M	0.01%	386
2023 Q2	$775K	Sell	32,087 -8,139	-20%	-$2.1M	0.01%	372
2023 Q1	$3.23M	Buy	40,226 +39,378	+4,644%	+$9.59M	0.06%	178
2022 Q4	$186K	Buy	+848	New	+$199K	﹤0.01%	561
2022 Q3	–	Sell	-1,319	Closed	-$300K	–	631
2022 Q2	$300K	Buy	+1,319	New	+$344K	0.01%	482

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

EP Wealth Advisors's VCR Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 8.4% in Q2 2026, buying an estimated $178K and bringing the position to 5,922 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #541.

EP Wealth Advisors first reported a position in VCR in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.95M in Q1 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

EP Wealth Advisors held 5,922 shares of Vanguard Consumer Discretionary ETF worth $2.35M as of Q2 2026.
EP Wealth Advisors bought 458 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $178K.
Vanguard Consumer Discretionary ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #541 holding.
EP Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2022 and has held it in 15 quarters since.
EP Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $6.95M in Q1 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

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