Rice Partnership’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Rice Partnership’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	$198K	Hold	500	–	–	0.02%	116
2026 Q1	$180K	Hold	500	–	–	0.02%	114
2025 Q4	$197K	Hold	500	–	–	0.03%	110
2025 Q3	$198K	Hold	500	–	–	0.03%	113
2025 Q2	$181K	Hold	500	–	–	0.03%	114
2025 Q1	$163K	Hold	500	–	–	0.03%	102
2024 Q4	$188K	Hold	500	–	–	0.04%	106
2024 Q3	$170K	Hold	500	–	–	0.03%	106
2024 Q2	$156K	Buy	+500	New	+$153K	0.03%	103

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

Rice Partnership's VCR Position: Q2 2026 in Review

Rice Partnership held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 500 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #116.

Rice Partnership first reported a position in VCR in Q2 2024 and has held it in 9 quarters since. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Rice Partnership held 500 shares of Vanguard Consumer Discretionary ETF worth $198K as of Q2 2026.
Rice Partnership left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.02% of Rice Partnership's portfolio in Q2 2026, its #116 holding.
Rice Partnership first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 9 quarters since.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.