Retirement Planning Company of New England’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Retirement Planning Company of New England’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	$268K	Buy	676 +1	+0.1%	+$389	0.1%	222
2026 Q1	$242K	Hold	675	–	–	0.1%	218
2025 Q4	$266K	Sell	675 -7	-1%	-$2.74K	0.11%	205
2025 Q3	$270K	Buy	682 +6	+0.9%	+$2.29K	0.11%	200
2025 Q2	$245K	Sell	676 -2	-0.3%	-$679	0.11%	206
2025 Q1	$221K	Hold	678	–	–	0.11%	209
2024 Q4	$255K	Buy	678 +4	+0.6%	+$1.44K	0.12%	193
2024 Q3	$230K	Buy	674 +3	+0.4%	+$958	0.11%	198
2024 Q2	$210K	Sell	671 -12	-2%	-$3.68K	0.11%	200
2024 Q1	$217K	Buy	683 +7	+1%	+$2.14K	0.12%	204
2023 Q4	$206K	Buy	+676	New	+$188K	0.09%	214
2023 Q3	–	Sell	-988	Closed	-$280K	–	232
2023 Q2	$280K	Buy	988 +2	+0.2%	+$516	0.16%	165
2023 Q1	$249K	Buy	986 +16	+2%	+$3.9K	0.15%	178
2022 Q4	$212K	Buy	970 +6	+0.6%	+$1.41K	0.14%	192
2022 Q3	$226K	Buy	964 +15	+2%	+$3.88K	0.16%	176
2022 Q2	$216K	Sell	949 -9	-0.9%	-$2.35K	0.15%	187
2022 Q1	$292K	Buy	958 +1	+0.1%	+$305	0.17%	171
2021 Q4	$326K	Buy	+957	New	+$321K	0.16%	150

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Retirement Planning Company of New England's VCR Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Vanguard Consumer Discretionary ETF (VCR) stake by 0.15% in Q2 2026, buying an estimated $389 and bringing the position to 676 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #222.

Retirement Planning Company of New England first reported a position in VCR in Q4 2021 and has held it in 18 quarters since. The position peaked at $326K in Q4 2021. 407 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Retirement Planning Company of New England held 676 shares of Vanguard Consumer Discretionary ETF worth $268K as of Q2 2026.
Retirement Planning Company of New England bought 1 Vanguard Consumer Discretionary ETF share in Q2 2026, an estimated $389.
Vanguard Consumer Discretionary ETF made up 0.1% of Retirement Planning Company of New England's portfolio in Q2 2026, its #222 holding.
Retirement Planning Company of New England first reported a position in Vanguard Consumer Discretionary ETF in Q4 2021 and has held it in 18 quarters since.
Retirement Planning Company of New England's Vanguard Consumer Discretionary ETF position peaked at $326K in Q4 2021.
407 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.