Moneta Group Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Moneta Group Investment 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	$305K	Hold	768	–	–	﹤0.01%	694
2026 Q1	$276K	Buy	768 +1	+0.1%	+$386	﹤0.01%	652
2025 Q4	$302K	Hold	767	–	–	﹤0.01%	632
2025 Q3	$304K	Sell	767 -253	-25%	-$96.4K	﹤0.01%	616
2025 Q2	$370K	Buy	1,020 +2	+0.2%	+$679	﹤0.01%	509
2025 Q1	$331K	Buy	1,018 +70	+7%	+$25.4K	﹤0.01%	507
2024 Q4	$356K	Buy	948 +1	+0.1%	+$361	0.01%	497
2024 Q3	$322K	Hold	947	–	–	﹤0.01%	500
2024 Q2	$296K	Sell	947 -101	-10%	-$30.9K	﹤0.01%	487
2024 Q1	$333K	Buy	+1,048	New	+$320K	0.01%	454

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

Moneta Group Investment Advisors's VCR Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 768 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Moneta Group Investment Advisors first reported a position in VCR in Q1 2024 and has held it in 10 quarters since. The position peaked at $370K in Q2 2025. 576 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Moneta Group Investment Advisors held 768 shares of Vanguard Consumer Discretionary ETF worth $305K as of Q2 2026.
Moneta Group Investment Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #694 holding.
Moneta Group Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2024 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $370K in Q2 2025.
576 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.