Wealth Alliance
VCR icon

Wealth Alliance’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Wealth Alliance’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
Q3 		$335K Sell
918
-39
-4% -$15.1K 0.03% 414
2026
Q2 		$379K Sell
957
-130
-12% -$50.5K 0.03% 389
2026
Q1 		$390K Hold
1,087
– – 0.04% 356
2025
Q4 		$428K Buy
1,087
+24
+2% +$9.39K 0.04% 342
2025
Q3 		$421K Hold
1,063
– – 0.04% 343
2025
Q2 		$385K Hold
1,063
– – 0.04% 350
2025
Q1 		$346K Hold
1,063
– – 0.04% 359
2024
Q4 		$399K Buy
1,063
+1
+0.1% +$361 0.05% 305
2024
Q3 		$362K Hold
1,062
– – 0.04% 350
2024
Q2 		$332K Sell
1,062
-28
-3% -$8.58K 0.04% 362
2024
Q1 		$346K Hold
1,090
– – 0.05% 364
2023
Q4 		$332K Buy
1,090
+24
+2% +$6.69K 0.05% 354
2023
Q3 		$287K Hold
1,066
– – 0.05% 364
2023
Q2 		$302K Sell
1,066
-145
-12% -$37.4K 0.05% 379
2023
Q1 		$306K Sell
1,211
-5
-0.4% -$1.22K 0.05% 355
2022
Q4 		$266K Hold
1,216
– – 0.05% 380
2022
Q3 		$286K Sell
1,216
-2
-0.2% -$517 0.06% 332
2022
Q2 		$277K Buy
1,218
+1
+0.1% +$261 0.05% 346
2022
Q1 		$372K Buy
1,217
+8
+0.7% +$2.44K 0.08% 285
2021
Q4 		$412K Buy
1,209
+8
+0.7% +$2.69K 0.08% 269
2021
Q3 		$372K Hold
1,201
– – 0.08% 276
2021
Q2 		$377K Hold
1,201
– – 0.09% 263
2021
Q1 		$355K Sell
1,201
-359
-23% -$104K 0.1% 249
2020
Q4 		$429K Hold
1,560
– – 0.13% 196
2020
Q3 		$366K Sell
1,560
-34
-2% -$7.71K 0.13% 189
2020
Q2 		$319K Buy
1,594
+26
+2% +$4.69K 0.13% 205
2020
Q1 		$228K Buy
+1,568
New +$281K 0.12% 202

Other funds holding VCR

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Wealth Alliance's VCR Position: Q3 2026 in Review

Wealth Alliance reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 4.1% in Q3 2026, selling an estimated $15.1K and leaving 918 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #414.

Wealth Alliance first reported a position in VCR in Q1 2020 and has held it in 27 quarters since. The position peaked at $429K in Q4 2020. 481 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

  • Wealth Alliance held 918 shares of Vanguard Consumer Discretionary ETF worth $335K as of Q3 2026.
  • Wealth Alliance sold 39 Vanguard Consumer Discretionary ETF shares in Q3 2026, an estimated $15.1K.
  • Vanguard Consumer Discretionary ETF made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #414 holding.
  • Wealth Alliance first reported a position in Vanguard Consumer Discretionary ETF in Q1 2020 and has held it in 27 quarters since.
  • Wealth Alliance's Vanguard Consumer Discretionary ETF position peaked at $429K in Q4 2020.
  • 481 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.