LRI Investments’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

LRI Investments’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	$424K	Hold	1,068	–	–	0.03%	206
2026 Q1	$383K	Hold	1,068	–	–	0.03%	204
2025 Q4	$421K	Hold	1,068	–	–	0.03%	189
2025 Q3	$423K	Hold	1,068	–	–	0.03%	196
2025 Q2	$387K	Hold	1,068	–	–	0.03%	200
2025 Q1	$348K	Hold	1,068	–	–	0.03%	199
2024 Q4	$401K	Hold	1,068	–	–	0.04%	164
2024 Q3	$388K	Buy	+1,068	New	+$341K	0.04%	184

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

LRI Investments's VCR Position: Q2 2026 in Review

LRI Investments held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 1,068 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #206.

LRI Investments first reported a position in VCR in Q3 2024 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

LRI Investments held 1,068 shares of Vanguard Consumer Discretionary ETF worth $424K as of Q2 2026.
LRI Investments left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.03% of LRI Investments's portfolio in Q2 2026, its #206 holding.
LRI Investments first reported a position in Vanguard Consumer Discretionary ETF in Q3 2024 and has held it in 8 quarters since.
576 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.