Wealthspire Advisors (New York)’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Wealthspire Advisors (New York)’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	$362K	Buy	1,009 +448	+80%	+$173K	﹤0.01%	675
2025 Q4	$221K	Hold	561	–	–	﹤0.01%	930
2025 Q3	$222K	Hold	561	–	–	﹤0.01%	759
2025 Q2	$203K	Buy	+561	New	+$190K	﹤0.01%	794
2022 Q1	–	Sell	-596	Closed	-$203K	–	549
2021 Q4	$203K	Sell	596 -172	-22%	-$57.8K	﹤0.01%	518
2021 Q3	$238K	Buy	+768	New	+$244K	﹤0.01%	508

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 $445B AUM 25.58% 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

Wealthspire Advisors (New York)'s VCR Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Consumer Discretionary ETF (VCR) stake by 80% in Q1 2026, buying an estimated $173K and bringing the position to 1,009 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Wealthspire Advisors (New York) first reported a position in VCR in Q3 2021 and has held it in 6 quarters since. 549 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Wealthspire Advisors (New York) held 1,009 shares of Vanguard Consumer Discretionary ETF worth $362K as of Q1 2026.
Wealthspire Advisors (New York) bought 448 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $173K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #675 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and has held it in 6 quarters since.
549 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.