Kovitz Investment Group Partners
VCR icon

Kovitz Investment Group Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-1,682
Closed -$666K – 1282
2025
Q3 		$666K Sell
1,682
-53
-3% -$20.2K ﹤0.01% 943
2025
Q2 		$629K Sell
1,735
-77
-4% -$26.1K ﹤0.01% 912
2025
Q1 		$590K Sell
1,812
-133
-7% -$48.2K ﹤0.01% 866
2024
Q4 		$730K Sell
1,945
-38
-2% -$13.7K ﹤0.01% 795
2024
Q3 		$619K Buy
1,983
+324
+20% +$103K ﹤0.01% 720
2024
Q2 		$518K Buy
1,659
+124
+8% +$38K ﹤0.01% 651
2024
Q1 		$488K Buy
1,535
+95
+7% +$29K 0.01% 508
2023
Q4 		$439K Sell
1,440
-75
-5% -$20.9K 0.01% 339
2023
Q3 		$408K Sell
1,515
-34
-2% -$9.65K 0.01% 342
2023
Q2 		$439K Sell
1,549
-4,479
-74% -$1.15M 0.01% 350
2023
Q1 		$1.52M Sell
6,028
-132
-2% -$32.1K 0.03% 257
2022
Q4 		$1.35M Buy
6,160
+63
+1% +$14.8K 0.03% 249
2022
Q3 		$1.43M Buy
6,097
+24
+0.4% +$6.21K 0.03% 239
2022
Q2 		$1.38M Sell
6,073
-74
-1% -$19.3K 0.03% 245
2022
Q1 		$1.88M Sell
6,147
-6,466
-51% -$1.97M 0.04% 231
2021
Q4 		$3.47M Buy
12,613
+107
+0.9% +$35.9K 0.08% 158
2021
Q3 		$3.88M Sell
12,506
-781
-6% -$248K 0.08% 175
2021
Q2 		$4.17M Buy
13,287
+2,022
+18% +$620K 0.08% 173
2021
Q1 		$3.33M Sell
11,265
-1,348
-11% -$391K 0.08% 174
2020
Q4 		$3.47M Sell
12,613
-1,916
-13% -$487K 0.08% 155
2020
Q3 		$3.41M Sell
14,529
-5,341
-27% -$1.21M 0.1% 150
2020
Q2 		$3.97M Buy
19,870
+874
+5% +$158K 0.12% 121
2020
Q1 		$2.76M Buy
18,996
+7,900
+71% +$1.42M 0.1% 142
2019
Q4 		$2.1M Buy
11,096
+6,012
+118% +$1.1M 0.06% 193
2019
Q3 		$916K Buy
+5,084
New +$918K 0.03% 272

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
PCH
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 $1.65B AUM 17.84% 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 22.96% 1-Year Est. Return

Kovitz Investment Group Partners's VCR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2025, closing a stake of 1,682 shares — an estimated $666K sold.

Kovitz Investment Group Partners first reported a position in VCR in Q3 2019 and held it in 25 quarters. The position peaked at $4.17M in Q2 2021. 568 funds tracked by Wall St. Rank hold VCR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,682 Vanguard Consumer Discretionary ETF shares in Q4 2025, an estimated $666K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Consumer Discretionary ETF in Q3 2019 and held it in 25 quarters.
  • Kovitz Investment Group Partners's Vanguard Consumer Discretionary ETF position peaked at $4.17M in Q2 2021.
  • 568 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.