Yardley Wealth Management
VCR icon

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
Q3 		$248K Hold
681
– – 0.11% 39
2026
Q2 		$270K Hold
681
– – 0.12% 35
2026
Q1 		$244K 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

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

Yardley Wealth Management's VCR Position: Q3 2026 in Review

Yardley Wealth Management held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q3 2026 at 681 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #39.

Yardley Wealth Management first reported a position in VCR in Q3 2024 and has held it in 9 quarters since. The position peaked at $714K in Q4 2024. 481 funds tracked by Wall St. Rank hold VCR as of Q3 2026.

  • Yardley Wealth Management held 681 shares of Vanguard Consumer Discretionary ETF worth $248K as of Q3 2026.
  • Yardley Wealth Management left its Vanguard Consumer Discretionary ETF share count unchanged in Q3 2026.
  • Vanguard Consumer Discretionary ETF made up 0.11% of Yardley Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Yardley Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q3 2024 and has held it in 9 quarters since.
  • Yardley Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $714K in Q4 2024.
  • 481 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.