Robertson Stephens Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Robertson Stephens Wealth Management’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	$974K	Sell	2,456 -67	-3%	-$26K	0.02%	325
2026 Q1	$906K	Sell	2,523 -79	-3%	-$30.5K	0.03%	314
2025 Q4	$1.02M	Buy	2,602 +539	+26%	+$211K	0.03%	298
2025 Q3	$817K	Buy	2,063 +3	+0.1%	+$1.14K	0.02%	277
2025 Q2	$746K	Sell	2,060 -3	-0.1%	-$1.02K	0.02%	304
2025 Q1	$672K	Hold	2,063	–	–	0.02%	321
2024 Q4	$774K	Hold	2,063	–	–	0.03%	288
2024 Q3	$704K	Buy	2,063 +258	+14%	+$82.4K	0.03%	339
2024 Q2	$565K	Sell	1,805 -882	-33%	-$270K	0.03%	317
2024 Q1	$854K	Sell	2,687 -2	-0.1%	-$610	0.05%	256
2023 Q4	$819K	Buy	2,689 +891	+50%	+$248K	0.05%	244
2023 Q3	$486K	Hold	1,798	–	–	0.03%	312
2023 Q2	$510K	Hold	1,798	–	–	0.04%	274
2023 Q1	$454K	Sell	1,798 -907	-34%	-$221K	0.03%	299
2022 Q4	$592K	Buy	2,705 +536	+25%	+$126K	0.06%	241
2022 Q3	$511K	Buy	+2,169	New	+$561K	0.05%	218

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

Robertson Stephens Wealth Management's VCR Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 2.7% in Q2 2026, selling an estimated $26K and leaving 2,456 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #325.

Robertson Stephens Wealth Management first reported a position in VCR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q4 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Robertson Stephens Wealth Management held 2,456 shares of Vanguard Consumer Discretionary ETF worth $974K as of Q2 2026.
Robertson Stephens Wealth Management sold 67 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $26K.
Vanguard Consumer Discretionary ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #325 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2022 and has held it in 16 quarters since.
Robertson Stephens Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $1.02M in Q4 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.