IEQ Capital’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

IEQ Capital’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	$832K	Sell	2,099 -7,876	-79%	-$3.06M	﹤0.01%	1188
2026 Q1	$3.58M	Sell	9,975 -130	-1%	-$50.2K	0.02%	588
2025 Q4	$3.98M	Buy	10,105 +12	+0.1%	+$4.7K	0.01%	586
2025 Q3	$4M	Buy	10,093 +2	+0%	+$762	0.01%	546
2025 Q2	$3.66M	Buy	10,091 +7,884	+357%	+$2.68M	0.02%	499
2025 Q1	$718K	Sell	2,207 -2,232	-50%	-$808K	0.01%	851
2024 Q4	$1.67M	Buy	+4,439	New	+$1.6M	0.02%	541

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

IEQ Capital's VCR Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 79% in Q2 2026, selling an estimated $3.06M and leaving 2,099 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

IEQ Capital first reported a position in VCR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4M in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

IEQ Capital held 2,099 shares of Vanguard Consumer Discretionary ETF worth $832K as of Q2 2026.
IEQ Capital sold 7,876 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $3.06M.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1188 holding.
IEQ Capital first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and has held it in 7 quarters since.
IEQ Capital's Vanguard Consumer Discretionary ETF position peaked at $4M in Q3 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.