Summit Trail Advisors
VCR icon

Summit Trail Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Summit Trail Advisors’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 		– Sell
-1,058
Closed -$380K – 1516
2026
Q1 		$380K Buy
+1,058
New +$408K 0.01% 1252

Other funds holding VCR

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Summit Trail Advisors's VCR Position: Q2 2026 in Review

Summit Trail Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2026, closing a stake of 1,058 shares — an estimated $380K sold.

Summit Trail Advisors first reported a position in VCR in Q1 2026 and held it in 1 quarter. The position peaked at $380K in Q1 2026. 581 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • Summit Trail Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 1,058 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $380K.
  • Summit Trail Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2026 and held it in 1 quarter.
  • Summit Trail Advisors's Vanguard Consumer Discretionary ETF position peaked at $380K in Q1 2026.
  • 581 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.