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 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 $1.37T 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

Waverly Advisors's VCR Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 1.8% in Q1 2026, buying an estimated $20.8K and bringing the position to 3,126 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #796.

Waverly Advisors first reported a position in VCR in Q3 2013 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2025. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Waverly Advisors held 3,126 shares of Vanguard Consumer Discretionary ETF worth $1.12M as of Q1 2026.
Waverly Advisors bought 54 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $20.8K.
Vanguard Consumer Discretionary ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #796 holding.
Waverly Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q3 2013 and has held it in 11 quarters since.
Waverly Advisors's Vanguard Consumer Discretionary ETF position peaked at $1.21M in Q4 2025.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.