Kestra Investment Management
VCR icon

Kestra Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-14
Closed -$5.07K – 737
2025
Q2 		$5.07K Buy
+14
New +$4.75K ﹤0.01% 596
2025
Q1 		– Sell
-91
Closed -$34.2K – 1393
2024
Q4 		$34.2K Buy
+91
New +$32.8K ﹤0.01% 615

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
PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Kestra Investment Management's VCR Position: Q3 2025 in Review

Kestra Investment Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2025, closing a stake of 14 shares — an estimated $5.07K sold.

Kestra Investment Management first reported a position in VCR in Q4 2024 and held it in 2 quarters. The position peaked at $34.2K in Q4 2024. 539 funds tracked by Wall St. Rank hold VCR as of Q3 2025.

  • Kestra Investment Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 14 Vanguard Consumer Discretionary ETF shares in Q3 2025, an estimated $5.07K.
  • Kestra Investment Management first reported a position in Vanguard Consumer Discretionary ETF in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Vanguard Consumer Discretionary ETF position peaked at $34.2K in Q4 2024.
  • 539 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.