EPM
VCR icon

Elm Partners Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Elm Partners 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
Q1 		$2.37M Sell
6,829
-667
-9% -$257K 0.1% 49
2025
Q4 		$2.95M Buy
7,496
+818
+12% +$320K 0.13% 48
2025
Q3 		$2.65M Buy
6,678
+268
+4% +$102K 0.13% 48
2025
Q2 		$2.32M Buy
6,410
+5,232
+444% +$1.78M 0.13% 41
2025
Q1 		$383K Sell
1,178
-286
-20% -$104K 0.02% 52
2024
Q4 		$550K Buy
1,464
+42
+3% +$15.2K 0.04% 48
2024
Q3 		$484K Hold
1,422
– – 0.03% 48
2024
Q2 		$444K Buy
1,422
+622
+78% +$191K 0.03% 49
2024
Q1 		$254K Hold
800
– – 0.02% 59
2023
Q4 		$244K Buy
+800
New +$223K 0.02% 49
2022
Q2 		– Sell
-124
Closed -$38K – 41
2022
Q1 		$38K Buy
+124
New +$37.8K ﹤0.01% 40

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