SF
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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
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

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return