Grimes & Company’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Grimes & Company’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	$2.02M	Sell	5,091 -173	-3%	-$67.2K	0.04%	195
2026 Q1	$1.89M	Sell	5,264 -22,958	-81%	-$8.86M	0.05%	189
2025 Q4	$11.1M	Sell	28,222 -1,021	-3%	-$399K	0.27%	69
2025 Q3	$11.6M	Sell	29,243 -1,055	-3%	-$402K	0.29%	69
2025 Q2	$11M	Buy	30,298 +1,846	+6%	+$626K	0.3%	71
2025 Q1	$9.26M	Sell	28,452 -13,039	-31%	-$4.72M	0.29%	81
2024 Q4	$15.6M	Buy	41,491 +2,840	+7%	+$1.03M	0.45%	52
2024 Q3	$13.2M	Sell	38,651 -605	-2%	-$193K	0.36%	61
2024 Q2	$12.3M	Sell	39,256 -9,622	-20%	-$2.95M	0.37%	63
2024 Q1	$15.5M	Sell	48,878 -2,220	-4%	-$677K	0.48%	52
2023 Q4	$15.6M	Buy	+51,098	New	+$14.2M	0.52%	45
2023 Q1	–	Sell	-6,513	Closed	-$1.43M	–	318
2022 Q4	$1.43M	Buy	+6,513	New	+$1.53M	0.06%	136
2022 Q3	–	Sell	-19,513	Closed	-$4.44M	–	282
2022 Q2	$4.44M	Buy	+19,513	New	+$5.1M	0.22%	87

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

Grimes & Company's VCR Position: Q2 2026 in Review

Grimes & Company reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 3.3% in Q2 2026, selling an estimated $67.2K and leaving 5,091 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #195.

Grimes & Company first reported a position in VCR in Q2 2022 and has held it in 13 quarters since. The position peaked at $15.6M in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Grimes & Company held 5,091 shares of Vanguard Consumer Discretionary ETF worth $2.02M as of Q2 2026.
Grimes & Company sold 173 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $67.2K.
Vanguard Consumer Discretionary ETF made up 0.04% of Grimes & Company's portfolio in Q2 2026, its #195 holding.
Grimes & Company first reported a position in Vanguard Consumer Discretionary ETF in Q2 2022 and has held it in 13 quarters since.
Grimes & Company's Vanguard Consumer Discretionary ETF position peaked at $15.6M in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.