APIM
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Agate Pass Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Agate Pass Investment 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 		$209K Sell
528
-133
-20% -$51.7K 0.08% 107
2026
Q1 		$237K Sell
661
-658
-50% -$254K 0.09% 96
2025
Q4 		$519K Sell
1,319
-40
-3% -$15.7K 0.19% 87
2025
Q3 		$538K Buy
1,359
+137
+11% +$52.2K 0.2% 83
2025
Q2 		$443K Sell
1,222
-400
-25% -$136K 0.18% 87
2025
Q1 		$528K Sell
1,622
-59
-4% -$21.4K 0.23% 85
2024
Q4 		$631K Buy
1,681
+405
+32% +$146K 0.29% 80
2024
Q3 		$434K Buy
1,276
+100
+9% +$31.9K 0.22% 76
2024
Q2 		$367K Sell
1,176
-25
-2% -$7.66K 0.2% 77
2024
Q1 		$382K Buy
1,201
+410
+52% +$125K 0.2% 76
2023
Q4 		$241K Buy
+791
New +$220K 0.14% 90

Other funds holding VCR

HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return