Envestnet Portfolio Solutions’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-14,683	Closed	-$5.32M	–	1577
2025 Q2	$5.32M	Buy	14,683 +3,812	+35%	+$1.29M	0.02%	348
2025 Q1	$3.54M	Sell	10,871 -9,571	-47%	-$3.47M	0.01%	446
2024 Q4	$7.67M	Sell	20,442 -67	-0.3%	-$24.2K	0.03%	304
2024 Q3	$6.98M	Sell	20,509 -874	-4%	-$279K	0.02%	322
2024 Q2	$6.68M	Sell	21,383 -805	-4%	-$247K	0.02%	312
2024 Q1	$7.05M	Buy	22,188 +11,801	+114%	+$3.6M	0.03%	303
2023 Q4	$3.16M	Sell	10,387 -16,985	-62%	-$4.73M	0.01%	461
2023 Q3	$7.37M	Buy	+27,372	New	+$7.77M	0.03%	225

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's VCR Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2025, closing a stake of 14,683 shares — an estimated $5.32M sold.

Envestnet Portfolio Solutions first reported a position in VCR in Q3 2023 and held it in 8 quarters. The position peaked at $7.67M in Q4 2024. 539 funds tracked by Wall St. Rank hold VCR as of Q3 2025.

Envestnet Portfolio Solutions reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 14,683 Vanguard Consumer Discretionary ETF shares in Q3 2025, an estimated $5.32M.
Envestnet Portfolio Solutions first reported a position in Vanguard Consumer Discretionary ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's Vanguard Consumer Discretionary ETF position peaked at $7.67M in Q4 2024.
539 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.