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 Q2	$804K	Sell	2,028 -25	-1%	-$9.71K	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

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

Equitable Trust's VCR Position: Q2 2026 in Review

Equitable Trust reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 1.2% in Q2 2026, selling an estimated $9.71K and leaving 2,028 shares worth $804K. The position accounts for 0.03% of the portfolio, ranked #259.

Equitable Trust first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Equitable Trust held 2,028 shares of Vanguard Consumer Discretionary ETF worth $804K as of Q2 2026.
Equitable Trust sold 25 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $9.71K.
Vanguard Consumer Discretionary ETF made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #259 holding.
Equitable Trust first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
Equitable Trust's Vanguard Consumer Discretionary ETF position peaked at $1.03M in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.