Tortoise Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Tortoise Investment Management’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	$223K	Hold	563	–	–	0.02%	238
2026 Q1	$202K	Hold	563	–	–	0.02%	235
2025 Q4	$222K	Hold	563	–	–	0.02%	221
2025 Q3	$223K	Hold	563	–	–	0.02%	217
2025 Q2	$204K	Sell	563 -19	-3%	-$6.45K	0.02%	219
2025 Q1	$189K	Buy	582 +83	+17%	+$30.1K	0.02%	219
2024 Q4	$187K	Buy	499 +54	+12%	+$19.5K	0.02%	230
2024 Q3	$152K	Buy	+445	New	+$142K	0.02%	260
2024 Q2	–	Sell	-200	Closed	-$63.5K	–	905
2024 Q1	$63.5K	Buy	+200	New	+$61K	0.01%	353

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

Tortoise Investment Management's VCR Position: Q2 2026 in Review

Tortoise Investment Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 563 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #238.

Tortoise Investment Management first reported a position in VCR in Q1 2024 and has held it in 9 quarters since. 577 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Tortoise Investment Management held 563 shares of Vanguard Consumer Discretionary ETF worth $223K as of Q2 2026.
Tortoise Investment Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #238 holding.
Tortoise Investment Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2024 and has held it in 9 quarters since.
577 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.