Steward Partners Investment Advisory’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Steward Partners Investment Advisory’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	$1.11M	Sell	2,808 -230	-8%	-$89.4K	0.01%	1234
2026 Q1	$1.09M	Buy	3,038 +146	+5%	+$56.3K	0.01%	1125
2025 Q4	$1.14M	Sell	2,892 -122	-4%	-$47.7K	0.01%	1014
2025 Q3	$1.19M	Buy	3,014 +291	+11%	+$111K	0.01%	979
2025 Q2	$987K	Sell	2,723 -21	-0.8%	-$7.13K	0.01%	999
2025 Q1	$893K	Sell	2,744 -28	-1%	-$10.1K	0.01%	965
2024 Q4	$1.04M	Buy	2,772 +7	+0.3%	+$2.53K	0.01%	857
2024 Q3	$941K	Sell	2,765 -252	-8%	-$80.5K	0.01%	879
2024 Q2	$942K	Sell	3,017 -114	-4%	-$34.9K	0.01%	830
2024 Q1	$995K	Sell	3,131 -44	-1%	-$13.4K	0.01%	792
2023 Q4	$967K	Sell	3,175 -46	-1%	-$12.8K	0.01%	738
2023 Q3	$868K	Sell	3,221 -190	-6%	-$53.9K	0.01%	725
2023 Q2	$966K	Sell	3,411 -1,213	-26%	-$313K	0.01%	700
2023 Q1	$1.17M	Buy	4,624 +212	+5%	+$51.6K	0.02%	647
2022 Q4	$966K	Sell	4,412 -10,572	-71%	-$2.48M	0.02%	676
2022 Q3	$3.52M	Buy	14,984 +7,883	+111%	+$2.04M	0.07%	292
2022 Q2	$1.61M	Sell	7,101 -7,170	-50%	-$1.87M	0.03%	495
2022 Q1	$4.36M	Buy	14,271 +7,474	+110%	+$2.28M	0.07%	293
2021 Q4	$2.31M	Buy	6,797 +423	+7%	+$142K	0.04%	455
2021 Q3	$1.98M	Buy	6,374 +960	+18%	+$305K	0.03%	462
2021 Q2	$1.7M	Sell	5,414 -3,826	-41%	-$1.17M	0.03%	492
2021 Q1	$2.73M	Buy	9,240 +4,306	+87%	+$1.25M	0.05%	359
2020 Q4	$1.36M	Buy	4,934 +231	+5%	+$58.7K	0.03%	466
2020 Q3	$1.1M	Sell	4,703 -165	-3%	-$37.4K	0.03%	460
2020 Q2	$974K	Sell	4,868 -608	-11%	-$110K	0.03%	458
2020 Q1	$796K	Sell	5,476 -262	-5%	-$46.9K	0.03%	438
2019 Q4	$1.09M	Buy	5,738 +433	+8%	+$79.2K	0.03%	438
2019 Q3	$955K	Buy	5,305 +720	+16%	+$130K	0.03%	421
2019 Q2	$822K	Buy	4,585 +44	+1%	+$7.77K	0.03%	427
2019 Q1	$783K	Sell	4,541 -57	-1%	-$9.41K	0.03%	412
2018 Q4	$692K	Sell	4,598 -1,507	-25%	-$244K	0.03%	408
2018 Q3	$1.1M	Sell	6,105 -238	-4%	-$42K	0.05%	322
2018 Q2	$1.08M	Buy	6,343 +4,172	+192%	+$689K	0.06%	284
2018 Q1	$344K	Buy	+2,171	New	+$355K	0.02%	500

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

Steward Partners Investment Advisory's VCR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 7.6% in Q2 2026, selling an estimated $89.4K and leaving 2,808 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1234.

Steward Partners Investment Advisory first reported a position in VCR in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.36M in Q1 2022. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Steward Partners Investment Advisory held 2,808 shares of Vanguard Consumer Discretionary ETF worth $1.11M as of Q2 2026.
Steward Partners Investment Advisory sold 230 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $89.4K.
Vanguard Consumer Discretionary ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1234 holding.
Steward Partners Investment Advisory first reported a position in Vanguard Consumer Discretionary ETF in Q1 2018 and has held it in 34 quarters since.
Steward Partners Investment Advisory's Vanguard Consumer Discretionary ETF position peaked at $4.36M in Q1 2022.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.