Yardley Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Yardley Wealth Management’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	$270K	Hold	681	–	–	0.12%	35
2026 Q1	$245K	Hold	681	–	–	0.13%	36
2025 Q4	$268K	Sell	681 -66	-9%	-$25.8K	0.14%	36
2025 Q3	$296K	Sell	747 -113	-13%	-$43K	0.17%	35
2025 Q2	$312K	Sell	860 -138	-14%	-$46.8K	0.17%	37
2025 Q1	$325K	Sell	998 -998	-50%	-$362K	0.19%	35
2024 Q4	$714K	Buy	1,996 +998	+100%	+$360K	0.35%	33
2024 Q3	$340K	Buy	+998	New	+$319K	0.2%	34

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

Yardley Wealth Management's VCR Position: Q2 2026 in Review

Yardley Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q2 2026 at 681 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #35.

Yardley Wealth Management first reported a position in VCR in Q3 2024 and has held it in 8 quarters since. The position peaked at $714K in Q4 2024. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Yardley Wealth Management held 681 shares of Vanguard Consumer Discretionary ETF worth $270K as of Q2 2026.
Yardley Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.12% of Yardley Wealth Management's portfolio in Q2 2026, its #35 holding.
Yardley Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2024 and has held it in 8 quarters since.
Yardley Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $714K in Q4 2024.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.