Essex Financial Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Essex Financial Services’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	$1.36M	Sell	3,426 -96	-3%	-$37.3K	0.07%	251
2026 Q1	$1.26M	Buy	3,522 +31	+0.9%	+$12K	0.07%	237
2025 Q4	$1.38M	Buy	3,491 +31	+0.9%	+$12.1K	0.08%	213
2025 Q3	$1.37M	Buy	3,460 +4	+0.1%	+$1.52K	0.08%	210
2025 Q2	$1.25M	Sell	3,456 -290	-8%	-$98.4K	0.08%	215
2025 Q1	$1.22M	Buy	3,746 +6	+0.2%	+$2.17K	0.09%	202
2024 Q4	$1.4M	Buy	3,740 +278	+8%	+$100K	0.1%	180
2024 Q3	$1.15M	Buy	3,462 +30	+0.9%	+$9.58K	0.08%	207
2024 Q2	$1.03M	Buy	3,432 +2,191	+177%	+$671K	0.08%	230
2024 Q1	$394K	Buy	+1,241	New	+$379K	0.04%	370

Other funds holding VCR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Essex Financial Services's VCR Position: Q2 2026 in Review

Essex Financial Services reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 2.7% in Q2 2026, selling an estimated $37.3K and leaving 3,426 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #251.

Essex Financial Services first reported a position in VCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2024. 408 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Essex Financial Services held 3,426 shares of Vanguard Consumer Discretionary ETF worth $1.36M as of Q2 2026.
Essex Financial Services sold 96 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $37.3K.
Vanguard Consumer Discretionary ETF made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #251 holding.
Essex Financial Services first reported a position in Vanguard Consumer Discretionary ETF in Q1 2024 and has held it in 10 quarters since.
Essex Financial Services's Vanguard Consumer Discretionary ETF position peaked at $1.4M in Q4 2024.
408 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.