Nvest Financial’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Nvest Financial’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	$851K	Buy	2,145 +273	+15%	+$106K	0.27%	76
2026 Q1	$672K	Buy	1,872 +3	+0.2%	+$1.16K	0.25%	78
2025 Q4	$736K	Buy	1,869 +113	+6%	+$44.2K	0.31%	66
2025 Q3	$695K	Sell	1,756 -129	-7%	-$49.1K	0.4%	57
2025 Q2	$683K	Sell	1,885 -119	-6%	-$40.4K	0.36%	59
2025 Q1	$652K	Sell	2,004 -2,240	-53%	-$811K	0.35%	57
2024 Q4	$1.59M	Sell	4,244 -41	-1%	-$14.8K	0.81%	37
2024 Q3	$1.46M	Sell	4,285 -7,950	-65%	-$2.54M	0.83%	37
2024 Q2	$3.82M	Sell	12,235 -243	-2%	-$74.4K	2.35%	12
2024 Q1	$3.96M	Buy	12,478 +2,420	+24%	+$738K	2.64%	12
2023 Q4	$3.06M	Buy	10,058 +2,168	+27%	+$604K	2.41%	12
2023 Q3	$2.13M	Buy	+7,890	New	+$2.24M	1.99%	17

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

Nvest Financial's VCR Position: Q2 2026 in Review

Nvest Financial increased its Vanguard Consumer Discretionary ETF (VCR) stake by 15% in Q2 2026, buying an estimated $106K and bringing the position to 2,145 shares worth $851K. The position accounts for 0.27% of the portfolio, ranked #76.

Nvest Financial first reported a position in VCR in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.96M in Q1 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Nvest Financial held 2,145 shares of Vanguard Consumer Discretionary ETF worth $851K as of Q2 2026.
Nvest Financial bought 273 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $106K.
Vanguard Consumer Discretionary ETF made up 0.27% of Nvest Financial's portfolio in Q2 2026, its #76 holding.
Nvest Financial first reported a position in Vanguard Consumer Discretionary ETF in Q3 2023 and has held it in 12 quarters since.
Nvest Financial's Vanguard Consumer Discretionary ETF position peaked at $3.96M in Q1 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.