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

Kovitz Investment Group’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
2015 Q4	$724K	Buy	+5,910	New	+$736K	0.04%	90

Other funds holding VCR

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovitz Investment Group's VCR Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q4 2015: 5,910 shares worth $724K. The stake represents 0.04% of the portfolio and ranks #90 among its holdings.

144 funds tracked by Wall St. Rank hold VCR as of Q4 2015.

Kovitz Investment Group held 5,910 shares of Vanguard Consumer Discretionary ETF worth $724K as of Q4 2015.
Vanguard Consumer Discretionary ETF was a new Kovitz Investment Group position in Q4 2015.
Vanguard Consumer Discretionary ETF made up 0.04% of Kovitz Investment Group's portfolio in Q4 2015, its #90 holding.
144 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.