Morton Brown Family Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Morton Brown Family Wealth’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	$7.99K	Hold	20	–	–	﹤0.01%	210
2026 Q1	$7.22K	Hold	20	–	–	﹤0.01%	214
2025 Q4	$7.91K	Hold	20	–	–	﹤0.01%	208
2025 Q3	$7.94K	Hold	20	–	–	﹤0.01%	200
2025 Q2	$7.25K	Hold	20	–	–	﹤0.01%	212
2025 Q1	$6.5K	Hold	20	–	–	﹤0.01%	219
2024 Q4	$7.48K	Sell	20 -3	-13%	-$1.08K	﹤0.01%	190
2024 Q3	$7.77K	Buy	+23	New	+$7.34K	﹤0.01%	180

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

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

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCMIO

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

Morton Brown Family Wealth's VCR Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 20 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Morton Brown Family Wealth first reported a position in VCR in Q3 2024 and has held it in 8 quarters since. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Morton Brown Family Wealth held 20 shares of Vanguard Consumer Discretionary ETF worth $7.99K as of Q2 2026.
Morton Brown Family Wealth left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #210 holding.
Morton Brown Family Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q3 2024 and has held it in 8 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.