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 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%	+$2.23K	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

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

Modera Wealth Management's VCR Position: Q2 2026 in Review

Modera Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 2,473 shares worth $981K. The position accounts for 0.01% of the portfolio, ranked #348.

Modera Wealth Management first reported a position in VCR in Q2 2023 and has held it in 13 quarters since. The position peaked at $984K in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Modera Wealth Management held 2,473 shares of Vanguard Consumer Discretionary ETF worth $981K as of Q2 2026.
Modera Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #348 holding.
Modera Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $984K in Q3 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.