Godshalk Welsh Capital Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Godshalk Welsh Capital Management’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	$379K	Hold	955	–	–	0.2%	103
2026 Q1	$343K	Hold	955	–	–	0.2%	104
2025 Q4	$376K	Sell	955 -5	-0.5%	-$1.96K	0.21%	97
2025 Q3	$380K	Hold	960	–	–	0.22%	99
2025 Q2	$348K	Hold	960	–	–	0.21%	101
2025 Q1	$312K	Sell	960 -25	-3%	-$9.06K	0.2%	101
2024 Q4	$370K	Hold	985	–	–	0.24%	94
2024 Q3	$335K	Hold	985	–	–	0.21%	98
2024 Q2	$308K	Hold	985	–	–	0.21%	99
2024 Q1	$313K	Hold	985	–	–	0.21%	98
2023 Q4	$300K	Hold	985	–	–	0.22%	101
2023 Q3	$265K	Hold	985	–	–	0.2%	102
2023 Q2	$279K	Hold	985	–	–	0.19%	104
2023 Q1	$249K	Hold	985	–	–	0.18%	107
2022 Q4	$216K	Buy	+985	New	+$231K	0.16%	111
2022 Q3	–	Sell	-985	Closed	-$224K	–	122
2022 Q2	$224K	Hold	985	–	–	0.16%	109
2022 Q1	$301K	Hold	985	–	–	0.19%	104
2021 Q4	$336K	Hold	985	–	–	0.19%	100
2021 Q3	$305K	Hold	985	–	–	0.19%	99
2021 Q2	$313K	Hold	985	–	–	0.19%	100
2021 Q1	$291K	Hold	985	–	–	0.2%	102
2020 Q4	$271K	Hold	985	–	–	0.2%	100
2020 Q3	$231K	Buy	+985	New	+$223K	0.19%	99
2016 Q1	–	Sell	-1,785	Closed	-$219K	–	140
2015 Q4	$219K	Hold	1,785	–	–	0.23%	129
2015 Q3	$210K	Hold	1,785	–	–	0.23%	132
2015 Q2	$222K	Sell	1,785 -650	-27%	-$80.6K	0.23%	135
2015 Q1	$298K	Hold	2,435	–	–	0.3%	109
2014 Q4	$285K	Buy	+2,435	New	+$272K	0.26%	117

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

Godshalk Welsh Capital Management's VCR Position: Q2 2026 in Review

Godshalk Welsh Capital Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 955 shares worth $379K. The position accounts for 0.2% of the portfolio, ranked #103.

Godshalk Welsh Capital Management first reported a position in VCR in Q4 2014 and has held it in 28 quarters since. The position peaked at $380K in Q3 2025. 576 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Godshalk Welsh Capital Management held 955 shares of Vanguard Consumer Discretionary ETF worth $379K as of Q2 2026.
Godshalk Welsh Capital Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.2% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #103 holding.
Godshalk Welsh Capital Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2014 and has held it in 28 quarters since.
Godshalk Welsh Capital Management's Vanguard Consumer Discretionary ETF position peaked at $380K in Q3 2025.
576 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.