Waverly Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Waverly 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	$1.24M	Sell	3,116 -10	-0.3%	-$3.89K	0.01%	822
2026 Q1	$1.12M	Buy	3,126 +54	+2%	+$20.8K	0.01%	796
2025 Q4	$1.21M	Buy	3,072 +494	+19%	+$193K	0.01%	709
2025 Q3	$1.02M	Sell	2,578 -132	-5%	-$50.3K	0.01%	633
2025 Q2	$982K	Sell	2,710 -42	-2%	-$14.3K	0.01%	623
2025 Q1	$896K	Buy	2,752 +6	+0.2%	+$2.17K	0.01%	630
2024 Q4	$1.03M	Sell	2,746 -57	-2%	-$20.6K	0.02%	501
2024 Q3	$955K	Sell	2,803 -43	-2%	-$13.7K	0.02%	454
2024 Q2	$889K	Sell	2,846 -74	-3%	-$22.7K	0.02%	458
2024 Q1	$928K	Buy	+2,920	New	+$891K	0.02%	384
2014 Q1	–	Sell	-549	Closed	-$59K	–	828
2013 Q4	$59K	Hold	549	–	–	0.02%	310
2013 Q3	$54K	Buy	+549	New	+$52.7K	0.03%	236

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

Waverly Advisors's VCR Position: Q2 2026 in Review

Waverly Advisors reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 0.32% in Q2 2026, selling an estimated $3.89K and leaving 3,116 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #822.

Waverly Advisors first reported a position in VCR in Q3 2013 and has held it in 12 quarters since. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Waverly Advisors held 3,116 shares of Vanguard Consumer Discretionary ETF worth $1.24M as of Q2 2026.
Waverly Advisors sold 10 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $3.89K.
Vanguard Consumer Discretionary ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #822 holding.
Waverly Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2013 and has held it in 12 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.