Summit Financial’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Summit Financial’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	$731K	Sell	1,843 -26	-1%	-$10.1K	0.01%	957
2026 Q1	$671K	Sell	1,869 -78	-4%	-$30.1K	0.01%	912
2025 Q4	$767K	Sell	1,947 -81	-4%	-$31.7K	0.01%	748
2025 Q3	$803K	Sell	2,028 -298	-13%	-$113K	0.01%	716
2025 Q2	$843K	Sell	2,326 -443	-16%	-$150K	0.02%	449
2025 Q1	$901K	Buy	2,769 +91	+3%	+$33K	0.03%	393
2024 Q4	$1.01M	Sell	2,678 -8	-0.3%	-$2.89K	0.04%	315
2024 Q3	$917K	Buy	+2,686	New	+$858K	0.04%	273
2024 Q2	–	Sell	-671	Closed	-$213K	–	500
2024 Q1	$213K	Buy	+671	New	+$205K	0.01%	363

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

Summit Financial's VCR Position: Q2 2026 in Review

Summit Financial reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 1.4% in Q2 2026, selling an estimated $10.1K and leaving 1,843 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #957.

Summit Financial first reported a position in VCR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Summit Financial held 1,843 shares of Vanguard Consumer Discretionary ETF worth $731K as of Q2 2026.
Summit Financial sold 26 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $10.1K.
Vanguard Consumer Discretionary ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #957 holding.
Summit Financial first reported a position in Vanguard Consumer Discretionary ETF in Q1 2024 and has held it in 9 quarters since.
Summit Financial's Vanguard Consumer Discretionary ETF position peaked at $1.01M in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.