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 Q1	$380K	Buy	+1,058	New	+$408K	0.01%	1252

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Trail Advisors's VCR Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q1 2026: 1,058 shares worth $380K. The stake represents 0.01% of the portfolio and ranks #1252 among its holdings.

547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Summit Trail Advisors held 1,058 shares of Vanguard Consumer Discretionary ETF worth $380K as of Q1 2026.
Vanguard Consumer Discretionary ETF was a new Summit Trail Advisors position in Q1 2026.
Vanguard Consumer Discretionary ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1252 holding.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.