GJIA
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Glass Jacobson Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Glass Jacobson 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
2026
Q1 		$41.3K Hold
115
– – 0.01% 339
2025
Q4 		$45.3K Hold
115
– – 0.02% 317
2025
Q3 		$45.6K Hold
115
– – 0.02% 312
2025
Q2 		$41.7K Hold
115
– – 0.02% 307
2025
Q1 		$43.2K Hold
115
– – 0.01% 393
2024
Q4 		$43.2K Hold
115
– – 0.01% 393
2024
Q3 		$39.2K Hold
115
– – 0.01% 397
2024
Q2 		$35.9K Hold
115
– – 0.01% 392
2024
Q1 		$36.5K Hold
115
– – 0.01% 393
2023
Q4 		$35K Hold
115
– – 0.01% 374
2023
Q3 		$31K Hold
115
– – 0.01% 374
2023
Q2 		$32.6K Buy
+115
New +$29.6K 0.01% 377
2022
Q4 		$25.2K Buy
+115
New +$26.9K 0.01% 407

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