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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's VCR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Vanguard Consumer Discretionary ETF (VCR) stake by 53% in Q1 2026, buying an estimated $929K and bringing the position to 6,934 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #679.

Integrated Wealth Concepts first reported a position in VCR in Q3 2019 and has held it in 22 quarters since. The position peaked at $3.43M in Q2 2025. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

  • Integrated Wealth Concepts held 6,934 shares of Vanguard Consumer Discretionary ETF worth $2.49M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,407 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $929K.
  • Vanguard Consumer Discretionary ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #679 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard Consumer Discretionary ETF in Q3 2019 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's Vanguard Consumer Discretionary ETF position peaked at $3.43M in Q2 2025.
  • 547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.