Hershey Financial Advisers’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Hershey Financial Advisers’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 Q1	$1.04M	Sell	2,903 -1,644	-36%	-$634K	0.9%	45
2025 Q4	$1.79M	Sell	4,547 -169	-4%	-$66.1K	1.51%	18
2025 Q3	$1.87M	Buy	4,716 +47	+1%	+$17.9K	1.6%	20
2025 Q2	$1.69M	Buy	+4,669	New	+$1.58M	1.51%	23
2024 Q4	$1.83M	Buy	+4,870	New	+$1.76M	1.61%	18
2024 Q2	$1.59M	Buy	+5,075	New	+$1.55M	1.42%	18

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hershey Financial Advisers's VCR Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 36% in Q1 2026, selling an estimated $634K and leaving 2,903 shares worth $1.04M. The position accounts for 0.9% of the portfolio, ranked #45.

Hershey Financial Advisers first reported a position in VCR in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.87M in Q3 2025. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Hershey Financial Advisers held 2,903 shares of Vanguard Consumer Discretionary ETF worth $1.04M as of Q1 2026.
Hershey Financial Advisers sold 1,644 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $634K.
Vanguard Consumer Discretionary ETF made up 0.9% of Hershey Financial Advisers's portfolio in Q1 2026, its #45 holding.
Hershey Financial Advisers first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 6 quarters since.
Hershey Financial Advisers's Vanguard Consumer Discretionary ETF position peaked at $1.87M in Q3 2025.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.