Equitable Trust’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Equitable Trust’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 Q3	$740K	Hold	2,028	–	–	0.03%	266
2026 Q2	$804K	Sell	2,028 -25	-1%	-$9.7K	0.03%	259
2026 Q1	$737K	Hold	2,053	–	–	0.03%	262
2025 Q4	$809K	Hold	2,053	–	–	0.04%	260
2025 Q3	$813K	Sell	2,053 -209	-9%	-$79.6K	0.04%	265
2025 Q2	$820K	Sell	2,262 -470	-17%	-$159K	0.04%	254
2025 Q1	$889K	Hold	2,732	–	–	0.05%	236
2024 Q4	$1.03M	Buy	+2,732	New	+$986K	0.06%	219

Other funds holding VCR

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

JIG

Junk Investment Group Hunt Valley, Maryland $241M AUM

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Equitable Trust's VCR Position: Q3 2026 in Review

Equitable Trust held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 2,028 shares worth $740K. The position accounts for 0.03% of the portfolio, ranked #266.

Equitable Trust first reported a position in VCR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2024. 104 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Equitable Trust held 2,028 shares of Vanguard Consumer Discretionary ETF worth $740K as of Q3 2026.
Equitable Trust left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
Vanguard Consumer Discretionary ETF made up 0.03% of Equitable Trust's portfolio in Q3 2026, its #266 holding.
Equitable Trust first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 8 quarters since.
Equitable Trust's Vanguard Consumer Discretionary ETF position peaked at $1.03M in Q4 2024.
104 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.