Pinnacle Associates’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Pinnacle Associates’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 Q3	$398K	Hold	1,092	–	–	﹤0.01%	730
2026 Q2	$433K	Sell	1,092 -440	-29%	-$171K	﹤0.01%	733
2026 Q1	$550K	Hold	1,532	–	–	0.01%	643
2025 Q4	$603K	Hold	1,532	–	–	0.01%	611
2025 Q3	$607K	Hold	1,532	–	–	0.01%	604
2025 Q2	$555K	Sell	1,532 -100	-6%	-$33.9K	0.01%	614
2025 Q1	$531K	Hold	1,632	–	–	0.01%	604
2024 Q4	$613K	Hold	1,632	–	–	0.01%	563
2024 Q3	$497K	Hold	1,632	–	–	0.01%	565
2024 Q2	$510K	Hold	1,632	–	–	0.01%	581
2024 Q1	$519K	Hold	1,632	–	–	0.01%	579
2023 Q4	$497K	Hold	1,632	–	–	0.01%	573
2023 Q3	$440K	Hold	1,632	–	–	0.01%	577
2023 Q2	$462K	Hold	1,632	–	–	0.01%	583
2023 Q1	$412K	Sell	1,632 -175	-10%	-$42.6K	0.01%	558
2022 Q4	$396K	Hold	1,807	–	–	0.01%	552
2022 Q3	$425K	Sell	1,807 -3,225	-64%	-$834K	0.01%	526
2022 Q2	$1.14M	Buy	5,032 +3,400	+208%	+$888K	0.03%	378
2022 Q1	$498K	Buy	1,632 +57	+4%	+$17.4K	0.01%	564
2021 Q4	$537K	Hold	1,575	–	–	0.01%	553
2021 Q3	$488K	Hold	1,575	–	–	0.01%	554
2021 Q2	$495K	Hold	1,575	–	–	0.01%	548
2021 Q1	$465K	Sell	1,575 -175	-10%	-$50.8K	0.01%	539
2020 Q4	$482K	Hold	1,750	–	–	0.01%	523
2020 Q3	$411K	Hold	1,750	–	–	0.01%	528
2020 Q2	$350K	Hold	1,750	–	–	0.01%	536
2020 Q1	$254K	Sell	1,750 -7,881	-82%	-$1.41M	0.01%	572
2019 Q4	$1.82M	Buy	9,631 +4,156	+76%	+$761K	0.04%	318
2019 Q3	$986K	Buy	5,475 +3,700	+208%	+$668K	0.02%	400
2019 Q2	$318K	Sell	1,775 -163	-8%	-$28.8K	0.01%	594
2019 Q1	$334K	Buy	1,938 +13	+0.7%	+$2.15K	0.01%	591
2018 Q4	$290K	Hold	1,925	–	–	0.01%	584
2018 Q3	$347K	Sell	1,925 -350	-15%	-$61.8K	0.01%	577
2018 Q2	$386K	Sell	2,275 -125	-5%	-$20.7K	0.01%	549
2018 Q1	$381K	Buy	+2,400	New	+$393K	0.01%	538

Other funds holding VCR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Pinnacle Associates's VCR Position: Q3 2026 in Review

Pinnacle Associates held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 1,092 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Pinnacle Associates first reported a position in VCR in Q1 2018 and has held it in 35 quarters since. The position peaked at $1.82M in Q4 2019. 313 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

Pinnacle Associates held 1,092 shares of Vanguard Consumer Discretionary ETF worth $398K as of Q3 2026.
Pinnacle Associates left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #730 holding.
Pinnacle Associates first reported a position in Vanguard Consumer Discretionary ETF in Q1 2018 and has held it in 35 quarters since.
Pinnacle Associates's Vanguard Consumer Discretionary ETF position peaked at $1.82M in Q4 2019.
313 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.