Key Financial Inc’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Key Financial Inc’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	$362K	Hold	913	–	–	0.06%	223
2026 Q1	$328K	Hold	913	–	–	0.06%	226
2025 Q4	$360K	Buy	913 +10	+1%	+$3.91K	0.07%	211
2025 Q3	$360K	Buy	903 +77	+9%	+$29.3K	0.07%	211
2025 Q2	$299K	Hold	826	–	–	0.06%	224
2025 Q1	$269K	Hold	826	–	–	0.06%	225
2024 Q4	$310K	Hold	826	–	–	0.07%	197
2024 Q3	$281K	Hold	826	–	–	0.06%	210
2024 Q2	$258K	Hold	826	–	–	0.06%	210
2024 Q1	$262K	Hold	826	–	–	0.07%	201
2023 Q4	$252K	Hold	826	–	–	0.07%	190
2023 Q3	$223K	Hold	826	–	–	0.08%	189
2023 Q2	$234K	Hold	826	–	–	0.08%	187
2023 Q1	$209K	Hold	826	–	–	0.08%	189
2022 Q4	$194K	Hold	826	–	–	0.09%	167
2022 Q3	$194K	Hold	826	–	–	0.09%	169
2022 Q2	$191K	Hold	826	–	–	0.1%	153
2022 Q1	$252K	Hold	826	–	–	0.13%	132
2021 Q4	$281K	Hold	826	–	–	0.14%	121
2021 Q3	$256K	Hold	826	–	–	0.14%	126
2021 Q2	$260K	Buy	826 +100	+14%	+$30.7K	0.15%	129
2021 Q1	$214K	Buy	726 +59	+9%	+$17.1K	0.14%	133
2020 Q4	$184K	Buy	+667	New	+$169K	0.14%	127
2020 Q2	–	Sell	-667	Closed	-$99K	–	609
2020 Q1	$99K	Buy	+667	New	+$119K	0.1%	159

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

Key Financial Inc's VCR Position: Q2 2026 in Review

Key Financial Inc held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 913 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #223.

Key Financial Inc first reported a position in VCR in Q1 2020 and has held it in 24 quarters since. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Key Financial Inc held 913 shares of Vanguard Consumer Discretionary ETF worth $362K as of Q2 2026.
Key Financial Inc left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.06% of Key Financial Inc's portfolio in Q2 2026, its #223 holding.
Key Financial Inc first reported a position in Vanguard Consumer Discretionary ETF in Q1 2020 and has held it in 24 quarters since.
577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.