N.E.W. Advisory Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

N.E.W. Advisory Services’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	$2.84M	Sell	7,154 -372	-5%	-$145K	0.19%	64
2026 Q1	$2.7M	Sell	7,526 -126	-2%	-$48.6K	0.2%	62
2025 Q4	$3.01M	Sell	7,652 -220	-3%	-$86.1K	0.22%	60
2025 Q3	$3.12M	Hold	7,872	–	–	0.28%	43
2025 Q2	$2.85M	Sell	7,872 -2,118	-21%	-$719K	0.28%	41
2025 Q1	$3.25M	Buy	9,990 +1,741	+21%	+$631K	0.25%	54
2024 Q4	$3.1M	Sell	8,249 -576	-7%	-$208K	0.29%	51
2024 Q3	$3M	Sell	8,825 -1,544	-15%	-$493K	0.3%	48
2024 Q2	$3.24M	Buy	10,369 +9	+0.1%	+$2.76K	0.35%	44
2024 Q1	$3.29M	Buy	10,360 +152	+1%	+$46.4K	0.37%	43
2023 Q4	$3.11M	Sell	10,208 -999	-9%	-$278K	0.38%	42
2023 Q3	$3.02M	Sell	11,207 -252	-2%	-$71.5K	0.43%	39
2023 Q2	$3.24M	Sell	11,459 -526	-4%	-$136K	0.45%	32
2023 Q1	$3.03M	Sell	11,985 -537	-4%	-$131K	0.44%	32
2022 Q4	$2.74M	Sell	12,522 -17	-0.1%	-$3.98K	0.43%	33
2022 Q3	$2.95M	Buy	12,539 +62	+0.5%	+$16K	0.53%	29
2022 Q2	$2.84M	Buy	12,477 +691	+6%	+$180K	0.5%	31
2022 Q1	$3.48M	Buy	11,786 +798	+7%	+$243K	0.66%	25
2021 Q4	$3.74M	Sell	10,988 -37	-0.3%	-$12.4K	0.57%	25
2021 Q3	$3.42M	Sell	11,025 -401	-4%	-$127K	0.56%	25
2021 Q2	$3.58M	Sell	11,426 -360	-3%	-$110K	0.6%	24
2021 Q1	$3.51M	Sell	11,786 -1,069	-8%	-$310K	0.66%	26
2020 Q4	$3.54M	Buy	12,855 +2,876	+29%	+$730K	0.74%	24
2020 Q3	$2.34M	Sell	9,979 -63	-0.6%	-$14.3K	0.66%	29
2020 Q2	$2.01M	Buy	+10,042	New	+$1.81M	0.63%	32
2019 Q4	$1.87M	Buy	+9,874	New	+$1.81M	0.61%	27

Other funds holding VCR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

AFC

Adaptive Financial Consulting Beachwood, Ohio $285M AUM 11.51% 1-Year Est. Return

N.E.W. Advisory Services's VCR Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 4.9% in Q2 2026, selling an estimated $145K and leaving 7,154 shares worth $2.84M. The position accounts for 0.19% of the portfolio, ranked #64.

N.E.W. Advisory Services first reported a position in VCR in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.74M in Q4 2021. 402 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

N.E.W. Advisory Services held 7,154 shares of Vanguard Consumer Discretionary ETF worth $2.84M as of Q2 2026.
N.E.W. Advisory Services sold 372 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $145K.
Vanguard Consumer Discretionary ETF made up 0.19% of N.E.W. Advisory Services's portfolio in Q2 2026, its #64 holding.
N.E.W. Advisory Services first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Vanguard Consumer Discretionary ETF position peaked at $3.74M in Q4 2021.
402 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.