Corient Private Wealth
VCR icon

Corient Private Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Corient Private Wealth’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
Q1 		$6.68M Sell
19,030
-19,436
-51% -$7.5M 0.01% 752
2025
Q4 		$15.2M Buy
38,466
+34,088
+779% +$13.3M 0.01% 638
2025
Q3 		$1.73M Sell
4,378
-15,342
-78% -$5.84M ﹤0.01% 1135
2025
Q2 		$7.15M Buy
19,720
+269
+1% +$91.3K 0.01% 603
2025
Q1 		$6.33M Sell
19,451
-1,005
-5% -$364K 0.01% 624
2024
Q4 		$7.45M Sell
20,456
-1,775
-8% -$641K 0.01% 595
2024
Q3 		$7.57M Buy
22,231
+1,045
+5% +$334K 0.01% 638
2024
Q2 		$6.62M Buy
21,186
+1,904
+10% +$583K 0.01% 629
2024
Q1 		$6.13M Sell
19,282
-2,140
-10% -$653K 0.01% 658
2023
Q4 		$6.52M Buy
21,422
+1,038
+5% +$289K 0.01% 625
2023
Q3 		$5.49M Sell
20,384
-439
-2% -$125K 0.01% 624
2023
Q2 		$5.9M Buy
20,823
+612
+3% +$158K 0.01% 585
2023
Q1 		$5.1M Sell
20,211
-2,528
-11% -$616K 0.01% 588
2022
Q4 		$4.98M Buy
+22,739
New +$5.33M 0.02% 503

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 $1.47T 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return