Smith Salley Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Smith Salley 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	$280K	Sell	705 -17	-2%	-$6.61K	0.01%	240
2026 Q1	$259K	Sell	722 -10	-1%	-$3.86K	0.01%	238
2025 Q4	$288K	Hold	732	–	–	0.01%	231
2025 Q3	$290K	Hold	732	–	–	0.01%	229
2025 Q2	$265K	Hold	732	–	–	0.02%	230
2025 Q1	$238K	Hold	732	–	–	0.02%	221
2024 Q4	$275K	Hold	732	–	–	0.02%	213
2024 Q3	$249K	Hold	732	–	–	0.02%	221
2024 Q2	$229K	Hold	732	–	–	0.02%	214
2024 Q1	$233K	Hold	732	–	–	0.02%	208
2023 Q4	$223K	Buy	+732	New	+$204K	0.01%	230
2023 Q3	–	Sell	-732	Closed	-$207K	–	237
2023 Q2	$207K	Buy	+732	New	+$189K	0.02%	221
2022 Q2	–	Sell	-762	Closed	-$233K	–	243
2022 Q1	$233K	Hold	762	–	–	0.02%	220
2021 Q4	$260K	Sell	762 -10	-1%	-$3.36K	0.02%	223
2021 Q3	$239K	Hold	772	–	–	0.02%	226
2021 Q2	$242K	Hold	772	–	–	0.02%	230
2021 Q1	$228K	Buy	772 +40	+5%	+$11.6K	0.02%	223
2020 Q4	$201K	Buy	+732	New	+$186K	0.02%	209

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

Smith Salley Wealth Management's VCR Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 2.4% in Q2 2026, selling an estimated $6.61K and leaving 705 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #240.

Smith Salley Wealth Management first reported a position in VCR in Q4 2020 and has held it in 18 quarters since. The position peaked at $290K in Q3 2025. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Smith Salley Wealth Management held 705 shares of Vanguard Consumer Discretionary ETF worth $280K as of Q2 2026.
Smith Salley Wealth Management sold 17 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $6.61K.
Vanguard Consumer Discretionary ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #240 holding.
Smith Salley Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 18 quarters since.
Smith Salley Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $290K in Q3 2025.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.