Royal Fund Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Royal Fund 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	$2.98M	Sell	7,513 -15,069	-67%	-$5.86M	0.25%	121
2026 Q1	$6.02M	Buy	22,582 +16,289	+259%	+$6.28M	0.57%	64
2025 Q4	$2.5M	Buy	6,293 +211	+3%	+$82.6K	0.23%	126
2025 Q3	$2.42M	Buy	6,082 +595	+11%	+$227K	0.29%	106
2025 Q2	$2M	Buy	5,487 +115	+2%	+$39K	0.2%	145
2025 Q1	$1.77M	Sell	5,372 -4,898	-48%	-$1.77M	0.2%	144
2024 Q4	$3.89M	Buy	10,270 +592	+6%	+$214K	0.36%	88
2024 Q3	$3.32M	Buy	9,678 +5,478	+130%	+$1.75M	0.2%	119
2024 Q2	$1.32M	Sell	4,200 -518	-11%	-$159K	0.11%	168
2024 Q1	$1.51M	Buy	4,718 +491	+12%	+$150K	0.15%	168
2023 Q4	$1.29M	Buy	4,227 +509	+14%	+$142K	0.14%	166
2023 Q3	$1M	Buy	3,718 +727	+24%	+$206K	0.14%	166
2023 Q2	$847K	Buy	2,991 +648	+28%	+$167K	0.11%	176
2023 Q1	$592K	Buy	2,343 +1,175	+101%	+$286K	0.08%	193
2022 Q4	$256K	Buy	+1,168	New	+$274K	0.04%	229
2018 Q2	–	Sell	-8	Closed	-$1K	–	643
2018 Q1	$1K	Buy	+8	New	+$1.31K	﹤0.01%	506

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

Royal Fund Management's VCR Position: Q2 2026 in Review

Royal Fund Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 67% in Q2 2026, selling an estimated $5.86M and leaving 7,513 shares worth $2.98M. The position accounts for 0.25% of the portfolio, ranked #121.

Royal Fund Management first reported a position in VCR in Q1 2018 and has held it in 16 quarters since. The position peaked at $6.02M in Q1 2026. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Royal Fund Management held 7,513 shares of Vanguard Consumer Discretionary ETF worth $2.98M as of Q2 2026.
Royal Fund Management sold 15,069 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $5.86M.
Vanguard Consumer Discretionary ETF made up 0.25% of Royal Fund Management's portfolio in Q2 2026, its #121 holding.
Royal Fund Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2018 and has held it in 16 quarters since.
Royal Fund Management's Vanguard Consumer Discretionary ETF position peaked at $6.02M in Q1 2026.
577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.