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

EverSource 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	$37.4K	Sell	94 -135	-59%	-$52.5K	﹤0.01%	1963
2026 Q1	$82.2K	Buy	229 +80	+54%	+$30.9K	﹤0.01%	1554
2025 Q4	$58.7K	Hold	149	–	–	﹤0.01%	1637
2025 Q3	$59K	Hold	149	–	–	﹤0.01%	1585
2025 Q2	$54K	Hold	149	–	–	﹤0.01%	1570
2025 Q1	$48.5K	Hold	149	–	–	﹤0.01%	1259
2024 Q4	$55.9K	Hold	149	–	–	﹤0.01%	1143
2024 Q3	$50.7K	Hold	149	–	–	﹤0.01%	1064
2024 Q2	$48K	Sell	149 -50	-25%	-$15.3K	﹤0.01%	1106
2024 Q1	$59.9K	Buy	199 +68	+52%	+$20.7K	﹤0.01%	897
2023 Q4	$39.9K	Sell	131 -196	-60%	-$54.6K	﹤0.01%	985
2023 Q3	$88.1K	Buy	327 +257	+367%	+$72.9K	0.01%	614
2023 Q2	$19.8K	Buy	70 +37	+112%	+$9.54K	﹤0.01%	1158
2023 Q1	$8.33K	Buy	+33	New	+$8.04K	﹤0.01%	1440

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

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

EverSource Wealth Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 59% in Q2 2026, selling an estimated $52.5K and leaving 94 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

EverSource Wealth Advisors first reported a position in VCR in Q1 2023 and has held it in 14 quarters since. The position peaked at $88.1K in Q3 2023. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

EverSource Wealth Advisors held 94 shares of Vanguard Consumer Discretionary ETF worth $37.4K as of Q2 2026.
EverSource Wealth Advisors sold 135 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $52.5K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1963 holding.
EverSource Wealth Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Vanguard Consumer Discretionary ETF position peaked at $88.1K in Q3 2023.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.