Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$183K	Hold	462	–	–	﹤0.01%	330
2026 Q1	$173K	Hold	462	–	–	﹤0.01%	323
2025 Q4	$187K	Hold	462	–	–	﹤0.01%	315
2025 Q3	$182K	Hold	462	–	–	﹤0.01%	326
2025 Q2	$167K	Hold	462	–	–	﹤0.01%	298
2025 Q1	$145K	Hold	462	–	–	﹤0.01%	302
2024 Q4	$179K	Hold	462	–	–	﹤0.01%	293
2024 Q3	$156K	Hold	462	–	–	﹤0.01%	303
2024 Q2	$153K	Hold	462	–	–	﹤0.01%	297
2024 Q1	$136K	Hold	462	–	–	﹤0.01%	306
2023 Q4	$135K	Hold	462	–	–	﹤0.01%	318
2023 Q3	$123K	Hold	462	–	–	﹤0.01%	331
2023 Q2	$131K	Hold	462	–	–	﹤0.01%	339
2023 Q1	$117K	Hold	462	–	–	﹤0.01%	330
2022 Q4	$101K	Hold	462	–	–	﹤0.01%	342
2022 Q3	$109K	Hold	462	–	–	﹤0.01%	343
2022 Q2	$105K	Hold	462	–	–	﹤0.01%	356
2022 Q1	$141K	Sell	462 -169	-27%	-$51.5K	﹤0.01%	339
2021 Q4	$215K	Sell	631 -70	-10%	-$23.5K	﹤0.01%	306
2021 Q3	$217K	Buy	701 +70	+11%	+$22.2K	﹤0.01%	297
2021 Q2	$198K	Sell	631 -769	-55%	-$236K	﹤0.01%	324
2021 Q1	$414K	Hold	1,400	–	–	﹤0.01%	229
2020 Q4	$385K	Hold	1,400	–	–	﹤0.01%	230
2020 Q3	$328K	Hold	1,400	–	–	﹤0.01%	224
2020 Q2	$280K	Hold	1,400	–	–	﹤0.01%	223
2020 Q1	$203K	Hold	1,400	–	–	﹤0.01%	233
2019 Q4	$265K	Hold	1,400	–	–	﹤0.01%	244
2019 Q3	$252K	Hold	1,400	–	–	﹤0.01%	245
2019 Q2	$251K	Hold	1,400	–	–	﹤0.01%	243
2019 Q1	$241K	Hold	1,400	–	–	﹤0.01%	244
2018 Q4	$211K	Hold	1,400	–	–	﹤0.01%	245
2018 Q3	$253K	Hold	1,400	–	–	﹤0.01%	246
2018 Q2	$237K	Hold	1,400	–	–	﹤0.01%	257
2018 Q1	$222K	Hold	1,400	–	–	﹤0.01%	266
2017 Q4	$218K	Hold	1,400	–	–	﹤0.01%	273
2017 Q3	$201K	Hold	1,400	–	–	﹤0.01%	278
2017 Q2	$202K	Hold	1,400	–	–	﹤0.01%	271
2017 Q1	$194K	Hold	1,400	–	–	﹤0.01%	277
2016 Q4	$180K	Hold	1,400	–	–	﹤0.01%	276
2016 Q3	$176K	Hold	1,400	–	–	﹤0.01%	275
2016 Q2	$171K	Hold	1,400	–	–	﹤0.01%	267
2016 Q1	$174K	Hold	1,400	–	–	﹤0.01%	255
2015 Q4	$172K	Buy	+1,400	New	+$174K	﹤0.01%	274

Other funds holding VCR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

AFC

Adaptive Financial Consulting Beachwood, Ohio $285M AUM 11.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VCR Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 462 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VCR in Q4 2015 and has held it in 43 quarters since. The position peaked at $414K in Q1 2021. 357 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 462 shares of Vanguard Consumer Discretionary ETF worth $183K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #330 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2015 and has held it in 43 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Consumer Discretionary ETF position peaked at $414K in Q1 2021.
357 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.