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VCR icon

Apexium Financial’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Apexium Financial’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
2025
Q3 		$2.74M Sell
6,909
-13
-0.2% -$4.95K 0.13% 76
2025
Q2 		$2.51M Buy
6,922
+5
+0.1% +$1.7K 0.13% 78
2025
Q1 		$2.25M Buy
6,917
+313
+5% +$113K 0.13% 76
2024
Q4 		$2.48M Hold
6,604
– – 0.15% 64
2024
Q3 		$2.25M Buy
6,604
+42
+0.6% +$13.4K 0.15% 60
2024
Q2 		$2.05M Buy
6,562
+12
+0.2% +$3.68K 0.15% 60
2024
Q1 		$2.08M Buy
6,550
+4
+0.1% +$1.22K 0.16% 58
2023
Q4 		$1.99M Sell
6,546
-237
-3% -$66.1K 0.14% 75
2023
Q3 		$1.83M Sell
6,783
-121
-2% -$34.3K 0.18% 54
2023
Q2 		$1.96M Sell
6,904
-212
-3% -$54.7K 0.17% 55
2023
Q1 		$1.8M Buy
7,116
+1,682
+31% +$410K 0.18% 58
2022
Q4 		$1.19M Sell
5,434
-944
-15% -$221K 0.12% 74
2022
Q3 		$1.5M Buy
6,378
+5,253
+467% +$1.36M 0.19% 58
2022
Q2 		$256K Sell
1,125
-90
-7% -$23.5K 0.15% 82
2022
Q1 		$394K Sell
1,215
-295
-20% -$89.8K 0.21% 60
2021
Q4 		$514K Hold
1,510
– – 0.27% 53
2021
Q3 		$469K Sell
1,510
-29
-2% -$9.21K 0.27% 53
2021
Q2 		$483K Hold
1,539
– – 0.3% 46
2021
Q1 		$455K Hold
1,539
– – 0.33% 49
2020
Q4 		$424K Hold
1,539
– – 0.34% 46
2020
Q3 		$361K Hold
1,539
– – 0.29% 47
2020
Q2 		$308K Sell
1,539
-209
-12% -$37.7K 0.28% 52
2020
Q1 		$254K Buy
+1,748
New +$313K 0.34% 41

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apexium Financial's VCR Position: Q3 2025 in Review

Apexium Financial reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 0.19% in Q3 2025, selling an estimated $4.95K and leaving 6,909 shares worth $2.74M. The position accounts for 0.13% of the portfolio, ranked #76.

Apexium Financial first reported a position in VCR in Q1 2020 and has held it in 23 quarters since. 538 funds tracked by Wall St. Rank hold VCR as of Q3 2025.

  • Apexium Financial held 6,909 shares of Vanguard Consumer Discretionary ETF worth $2.74M as of Q3 2025.
  • Apexium Financial sold 13 Vanguard Consumer Discretionary ETF shares in Q3 2025, an estimated $4.95K.
  • Vanguard Consumer Discretionary ETF made up 0.13% of Apexium Financial's portfolio in Q3 2025, its #76 holding.
  • Apexium Financial first reported a position in Vanguard Consumer Discretionary ETF in Q1 2020 and has held it in 23 quarters since.
  • 538 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.