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

Realta 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 		$6.35K Hold
16
– – ﹤0.01% 335
2026
Q1 		$5.74K Hold
16
– – ﹤0.01% 321
2025
Q4 		$6.3K Hold
16
– – ﹤0.01% 305
2025
Q3 		$6.34K Buy
+16
New +$6.09K ﹤0.01% 290
2025
Q2 		– Sell
-16
Closed -$5.21K – 339
2025
Q1 		$5.21K Buy
+16
New +$5.8K ﹤0.01% 296
2024
Q4 		– Sell
-16
Closed -$5.36K – 413
2024
Q3 		$5.36K Sell
16
-617
-97% -$197K ﹤0.01% 318
2024
Q2 		$198K Hold
633
– – 0.04% 397
2024
Q1 		$201K Buy
+633
New +$193K 0.04% 406
2023
Q4 		– Sell
-632
Closed -$179K – 777
2023
Q3 		$179K Hold
632
– – 0.04% 394
2023
Q2 		$179K Buy
+632
New +$163K 0.04% 410
2023
Q1 		– Sell
-659
Closed -$144K – 802
2022
Q4 		$144K Sell
659
-10
-1% -$2.34K 0.04% 434
2022
Q3 		$157K Buy
+669
New +$173K 0.04% 395
2022
Q2 		– Sell
-767
Closed -$234K – 442
2022
Q1 		$234K Sell
767
-390
-34% -$119K 0.05% 352
2021
Q4 		$394K Buy
1,157
+1
+0.1% +$336 0.09% 258
2021
Q3 		$358K Hold
1,156
– – 0.08% 265
2021
Q2 		$363K Buy
1,156
+115
+11% +$35.3K 0.09% 255
2021
Q1 		$308K Sell
1,041
-33
-3% -$9.58K 0.08% 272
2020
Q4 		$296K Sell
1,074
-34
-3% -$8.63K 0.08% 252
2020
Q3 		$260K Buy
1,108
+1
+0.1% +$227 0.09% 249
2020
Q2 		$221K Buy
+1,107
New +$200K 0.07% 300
2020
Q1 		– Sell
-1,087
Closed -$200K – 1339
2019
Q4 		$200K Sell
1,087
-10
-0.9% -$1.83K 0.05% 342
2019
Q3 		$197K Hold
1,097
– – 0.05% 329
2019
Q2 		$197K Buy
1,097
+1
+0.1% +$177 0.05% 331
2019
Q1 		$190K Buy
+1,096
New +$181K 0.09% 275

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Realta Investment Advisors's VCR Position: Q2 2026 in Review

Realta Investment Advisors held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 16 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Realta Investment Advisors first reported a position in VCR in Q1 2019 and has held it in 24 quarters since. The position peaked at $394K in Q4 2021. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Realta Investment Advisors held 16 shares of Vanguard Consumer Discretionary ETF worth $6.35K as of Q2 2026.
  • Realta Investment Advisors left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
  • Vanguard Consumer Discretionary ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #335 holding.
  • Realta Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2019 and has held it in 24 quarters since.
  • Realta Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $394K in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.