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 Q2	$856K	Buy	2,158 +1,149	+114%	+$446K	﹤0.01%	593
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 $1.55T 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

Wealthspire Advisors (New York)'s VCR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Consumer Discretionary ETF (VCR) stake by 114% in Q2 2026, buying an estimated $446K and bringing the position to 2,158 shares worth $856K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Wealthspire Advisors (New York) first reported a position in VCR in Q3 2021 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Wealthspire Advisors (New York) held 2,158 shares of Vanguard Consumer Discretionary ETF worth $856K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,149 Vanguard Consumer Discretionary ETF shares in Q2 2026, an estimated $446K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #593 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Consumer Discretionary ETF in Q3 2021 and has held it in 7 quarters since.
578 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.