GVAG
VCR icon

Great Valley Advisor Group’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Great Valley Advisor Group’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 		$258K Buy
650
+19
+3% +$7.38K ﹤0.01% 897
2026
Q1 		$226K Sell
631
-4
-0.6% -$1.54K ﹤0.01% 909
2025
Q4 		$250K Sell
635
-360
-36% -$141K ﹤0.01% 825
2025
Q3 		$394K Sell
995
-1
-0.1% -$381 0.01% 697
2025
Q2 		$361K Hold
996
– – 0.01% 696
2025
Q1 		$324K Hold
996
– – 0.01% 701
2024
Q4 		$374K Hold
996
– – 0.01% 637
2024
Q3 		$339K Sell
996
-2
-0.2% -$639 0.01% 654
2024
Q2 		$312K Buy
998
+3
+0.3% +$919 0.01% 634
2024
Q1 		$316K Buy
995
+12
+1% +$3.66K 0.01% 595
2023
Q4 		$299K Sell
983
-100
-9% -$27.9K 0.01% 577
2023
Q3 		$292K Buy
1,083
+18
+2% +$5.11K 0.01% 552
2023
Q2 		$302K Hold
1,065
– – 0.01% 555
2023
Q1 		$269K Sell
1,065
-119
-10% -$29K 0.01% 574
2022
Q4 		$259K Sell
1,184
-12
-1% -$2.81K 0.01% 583
2022
Q3 		$281K Hold
1,196
– – 0.02% 547
2022
Q2 		$272K Buy
1,196
+180
+18% +$47K 0.01% 570
2022
Q1 		$310K Sell
1,016
-55
-5% -$16.7K 0.02% 480
2021
Q4 		$365K Buy
1,071
+221
+26% +$74.2K 0.02% 451
2021
Q3 		$263K Buy
850
+208
+32% +$66K 0.02% 493
2021
Q2 		$202K Buy
+642
New +$197K 0.01% 520

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Great Valley Advisor Group's VCR Position: Q2 2026 in Review

Great Valley Advisor Group increased its Vanguard Consumer Discretionary ETF (VCR) stake by 3% in Q2 2026, buying an estimated $7.38K and bringing the position to 650 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Great Valley Advisor Group first reported a position in VCR in Q2 2021 and has held it in 21 quarters since. The position peaked at $394K in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Great Valley Advisor Group held 650 shares of Vanguard Consumer Discretionary ETF worth $258K as of Q2 2026.
  • Great Valley Advisor Group bought 19 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $7.38K.
  • Vanguard Consumer Discretionary ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #897 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Consumer Discretionary ETF in Q2 2021 and has held it in 21 quarters since.
  • Great Valley Advisor Group's Vanguard Consumer Discretionary ETF position peaked at $394K in Q3 2025.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.