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Integrated Wealth Concepts’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Integrated Wealth Concepts’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 		$2.73M Sell
6,874
-60
-0.9% -$23.3K 0.02% 725
2026
Q1 		$2.49M Buy
6,934
+2,407
+53% +$929K 0.02% 679
2025
Q4 		$1.78M Sell
4,527
-48
-1% -$18.8K 0.02% 565
2025
Q3 		$1.81M Sell
4,575
-4,905
-52% -$1.87M 0.02% 713
2025
Q2 		$3.43M Buy
9,480
+33
+0.3% +$11.2K 0.03% 451
2025
Q1 		$3.08M Buy
9,447
+4,277
+83% +$1.55M 0.04% 459
2024
Q4 		$1.94M Buy
5,170
+43
+0.8% +$15.5K 0.02% 567
2024
Q3 		$1.75M Sell
5,127
-2,389
-32% -$763K 0.02% 584
2024
Q2 		$2.35M Buy
7,516
+704
+10% +$216K 0.03% 463
2024
Q1 		$2.16M Buy
6,812
+1,962
+40% +$599K 0.03% 496
2023
Q4 		$1.48M Sell
4,850
-428
-8% -$119K 0.02% 588
2023
Q3 		$1.42M Buy
5,278
+146
+3% +$41.4K 0.03% 562
2023
Q2 		$1.45M Sell
5,132
-3,279
-39% -$845K 0.02% 559
2023
Q1 		$2.12M Buy
8,411
+672
+9% +$164K 0.04% 386
2022
Q4 		$1.7M Sell
7,739
-162
-2% -$38K 0.05% 353
2022
Q3 		$1.86M Buy
7,901
+944
+14% +$244K 0.06% 303
2022
Q2 		$1.58M Buy
6,957
+5,974
+608% +$1.56M 0.05% 331
2022
Q1 		$300K Sell
983
-45
-4% -$13.7K 0.01% 743
2021
Q4 		$350K Buy
1,028
+49
+5% +$16.5K 0.01% 711
2021
Q3 		$303K Hold
979
– – 0.01% 740
2021
Q2 		$307K Buy
979
+77
+9% +$23.6K 0.01% 653
2021
Q1 		$266K Buy
+902
New +$262K 0.01% 612
2019
Q4 		– Sell
-1,114
Closed -$201K – 493
2019
Q3 		$201K Buy
+1,114
New +$201K 0.02% 411

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

Integrated Wealth Concepts's VCR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 0.87% in Q2 2026, selling an estimated $23.3K and leaving 6,874 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #725.

Integrated Wealth Concepts first reported a position in VCR in Q3 2019 and has held it in 23 quarters since. The position peaked at $3.43M in Q2 2025. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Integrated Wealth Concepts held 6,874 shares of Vanguard Consumer Discretionary ETF worth $2.73M as of Q2 2026.
  • Integrated Wealth Concepts sold 60 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $23.3K.
  • Vanguard Consumer Discretionary ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #725 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Consumer Discretionary ETF in Q3 2019 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's Vanguard Consumer Discretionary ETF position peaked at $3.43M in Q2 2025.
  • 577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.