Modera Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Modera Wealth Management’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 Q3	$1.05M	Buy	2,876 +403	+16%	+$156K	0.01%	354
2026 Q2	$981K	Hold	2,473	–	–	0.01%	348
2026 Q1	$888K	Sell	2,473 -11	-0.4%	-$4.24K	0.01%	341
2025 Q4	$978K	Hold	2,484	–	–	0.01%	339
2025 Q3	$984K	Hold	2,484	–	–	0.01%	342
2025 Q2	$900K	Sell	2,484 -7	-0.3%	-$2.38K	0.01%	346
2025 Q1	$811K	Hold	2,491	–	–	0.01%	352
2024 Q4	$935K	Hold	2,491	–	–	0.01%	336
2024 Q3	$848K	Buy	2,491 +7	+0.3%	+$2.24K	0.01%	335
2024 Q2	$776K	Hold	2,484	–	–	0.01%	327
2024 Q1	$789K	Sell	2,484 -180	-7%	-$54.9K	0.01%	328
2023 Q4	$811K	Hold	2,664	–	–	0.01%	311
2023 Q3	$718K	Sell	2,664 -56	-2%	-$15.9K	0.01%	314
2023 Q2	$770K	Buy	+2,720	New	+$701K	0.01%	318

Other funds holding VCR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Modera Wealth Management's VCR Position: Q3 2026 in Review

Modera Wealth Management increased its Vanguard Consumer Discretionary ETF (VCR) stake by 16% in Q3 2026, buying an estimated $156K and bringing the position to 2,876 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #354.

Modera Wealth Management first reported a position in VCR in Q2 2023 and has held it in 14 quarters since. 481 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Modera Wealth Management held 2,876 shares of Vanguard Consumer Discretionary ETF worth $1.05M as of Q3 2026.
Modera Wealth Management bought 403 Vanguard Consumer Discretionary ETF shares in Q3 2026, an estimated $156K.
Vanguard Consumer Discretionary ETF made up 0.01% of Modera Wealth Management's portfolio in Q3 2026, its #354 holding.
Modera Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2023 and has held it in 14 quarters since.
481 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.