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AssuredPartners Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

AssuredPartners Investment Advisors’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
Q2 		– Sell
-2,407
Closed -$783K – 328
2025
Q1 		$783K Buy
2,407
+6
+0.2% +$2.17K 0.15% 147
2024
Q4 		$901K Buy
+2,401
New +$867K 0.18% 135

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AssuredPartners Investment Advisors's VCR Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q2 2025, closing a stake of 2,407 shares — an estimated $783K sold.

AssuredPartners Investment Advisors first reported a position in VCR in Q4 2024 and held it in 2 quarters. The position peaked at $901K in Q4 2024. 515 funds tracked by Wall St. Rank hold VCR as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 2,407 Vanguard Consumer Discretionary ETF shares in Q2 2025, an estimated $783K.
  • AssuredPartners Investment Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's Vanguard Consumer Discretionary ETF position peaked at $901K in Q4 2024.
  • 515 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.