Independent Advisor Alliance’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Independent Advisor Alliance’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	$1.16M	Buy	3,235 +1,689	+109%	+$652K	0.01%	754
2025 Q4	$609K	Buy	1,546 +132	+9%	+$51.6K	0.01%	594
2025 Q3	$560K	Buy	1,414 +114	+9%	+$43.4K	0.01%	588
2025 Q2	$471K	Buy	+1,300	New	+$441K	0.01%	603
2025 Q1	–	Sell	-810	Closed	-$304K	–	1336
2024 Q4	$304K	Buy	+810	New	+$292K	﹤0.01%	1139
2020 Q1	–	Sell	-1,245	Closed	-$236K	–	835
2019 Q4	$236K	Buy	1,245 +139	+13%	+$25.4K	0.01%	764
2019 Q3	$202K	Buy	+1,106	New	+$200K	0.02%	420
2017 Q2	–	Sell	-2,549	Closed	-$350K	–	396
2017 Q1	$350K	Buy	+2,549	New	+$344K	0.06%	275

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

Independent Advisor Alliance's VCR Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vanguard Consumer Discretionary ETF (VCR) stake by 109% in Q1 2026, buying an estimated $652K and bringing the position to 3,235 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #754.

Independent Advisor Alliance first reported a position in VCR in Q1 2017 and has held it in 8 quarters since. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Independent Advisor Alliance held 3,235 shares of Vanguard Consumer Discretionary ETF worth $1.16M as of Q1 2026.
Independent Advisor Alliance bought 1,689 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $652K.
Vanguard Consumer Discretionary ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #754 holding.
Independent Advisor Alliance first reported a position in Vanguard Consumer Discretionary ETF in Q1 2017 and has held it in 8 quarters since.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.