UCFA
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United Capital Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

United Capital Financial 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 		$3.48M Sell
8,770
-91
-1% -$35.4K 0.02% 457
2026
Q1 		$3.18M Buy
8,861
+577
+7% +$223K 0.02% 458
2025
Q4 		$3.26M Buy
8,284
+7,112
+607% +$2.78M 0.02% 430
2025
Q3 		$464K Sell
1,172
-100
-8% -$38.1K ﹤0.01% 881
2025
Q2 		$461K Buy
1,272
+300
+31% +$102K ﹤0.01% 808
2025
Q1 		$316K Buy
972
+2
+0.2% +$724 ﹤0.01% 875
2024
Q4 		$364K Sell
970
-7
-0.7% -$2.53K ﹤0.01% 826
2024
Q3 		$333K Hold
977
– – ﹤0.01% 838
2024
Q2 		$305K Sell
977
-225
-19% -$68.9K ﹤0.01% 840
2024
Q1 		$382K Sell
1,202
-400
-25% -$122K ﹤0.01% 803
2023
Q4 		$488K Sell
1,602
-812
-34% -$226K ﹤0.01% 732
2023
Q3 		$650K Buy
2,414
+400
+20% +$114K ﹤0.01% 591
2023
Q2 		$570K Sell
2,014
-181
-8% -$46.7K ﹤0.01% 659
2023
Q1 		$554K Sell
2,195
-437
-17% -$106K ﹤0.01% 707
2022
Q4 		$576K Sell
2,632
-305
-10% -$71.5K ﹤0.01% 731
2022
Q3 		$690K Buy
2,937
+282
+11% +$72.9K ﹤0.01% 688
2022
Q2 		$604K Buy
2,655
+110
+4% +$28.7K ﹤0.01% 754
2022
Q1 		$777K Buy
2,545
+47
+2% +$14.3K ﹤0.01% 722
2021
Q4 		$851K Buy
2,498
+3
+0.1% +$1.01K ﹤0.01% 720
2021
Q3 		$773K Buy
2,495
+179
+8% +$56.8K ﹤0.01% 740
2021
Q2 		$727K Sell
2,316
-9,621
-81% -$2.95M ﹤0.01% 776
2021
Q1 		$3.53M Buy
11,937
+9,756
+447% +$2.83M 0.02% 407
2020
Q4 		$600K Sell
2,181
-15
-0.7% -$3.81K ﹤0.01% 799
2020
Q3 		$515K Buy
2,196
+674
+44% +$153K ﹤0.01% 826
2020
Q2 		$304K Sell
1,522
-32
-2% -$5.77K ﹤0.01% 998
2020
Q1 		$226K Buy
1,554
+14
+0.9% +$2.51K ﹤0.01% 1036
2019
Q4 		$292K Sell
1,540
-364
-19% -$66.6K ﹤0.01% 1145
2019
Q3 		$343K Buy
1,904
+705
+59% +$127K ﹤0.01% 1045
2019
Q2 		$215K Sell
1,199
-91
-7% -$16.1K ﹤0.01% 1347
2019
Q1 		$222K Sell
1,290
-297
-19% -$49K ﹤0.01% 1238
2018
Q4 		$239K Sell
1,587
-45
-3% -$7.29K ﹤0.01% 1145
2018
Q3 		$295K Buy
1,632
+51
+3% +$9K ﹤0.01% 1117
2018
Q2 		$268K Sell
1,581
-241
-13% -$39.8K ﹤0.01% 1127
2018
Q1 		$289K Buy
1,822
+9
+0.5% +$1.47K ﹤0.01% 1108
2017
Q4 		$285K Sell
1,813
-404
-18% -$60.2K ﹤0.01% 1132
2017
Q3 		$318K Sell
2,217
-461
-17% -$65.6K ﹤0.01% 1097
2017
Q2 		$380K Sell
2,678
-186
-6% -$26.2K ﹤0.01% 1001
2017
Q1 		$397K Sell
2,864
-965
-25% -$130K ﹤0.01% 965
2016
Q4 		$493K Sell
3,829
-504
-12% -$64K ﹤0.01% 942
2016
Q3 		$545K Buy
4,333
+2,619
+153% +$331K 0.01% 942
2016
Q2 		$209K Sell
1,714
-20
-1% -$2.46K ﹤0.01% 1157
2016
Q1 		$215K Buy
+1,734
New +$202K ﹤0.01% 1106

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

United Capital Financial Advisors's VCR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 1% in Q2 2026, selling an estimated $35.4K and leaving 8,770 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #457.

United Capital Financial Advisors first reported a position in VCR in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.53M in Q1 2021. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

  • United Capital Financial Advisors held 8,770 shares of Vanguard Consumer Discretionary ETF worth $3.48M as of Q2 2026.
  • United Capital Financial Advisors sold 91 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $35.4K.
  • Vanguard Consumer Discretionary ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #457 holding.
  • United Capital Financial Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2016 and has held it in 42 quarters since.
  • United Capital Financial Advisors's Vanguard Consumer Discretionary ETF position peaked at $3.53M in Q1 2021.
  • 575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.