Lindbrook Capital’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Lindbrook Capital’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 Q1	$4.11M	Sell	12,613 -7	-0.1%	-$2.54K	0.38%	42
2024 Q4	$4.74M	Sell	12,620 -55	-0.4%	-$19.9K	0.43%	38
2024 Q3	$4.32M	Sell	12,675 -687	-5%	-$219K	0.38%	42
2024 Q2	$4.17M	Sell	13,362 -1,853	-12%	-$568K	0.39%	43
2024 Q1	$4.83M	Sell	15,215 -95	-0.6%	-$29K	0.45%	43
2023 Q4	$4.66M	Buy	15,310 +14	+0.1%	+$3.9K	0.47%	40
2023 Q3	$4.12M	Buy	15,296 +15	+0.1%	+$4.26K	0.46%	41
2023 Q2	$4.33M	Buy	15,281 +339	+2%	+$87.4K	0.46%	39
2023 Q1	$3.77M	Buy	14,942 +136	+0.9%	+$33.1K	0.44%	44
2022 Q4	$3.24M	Buy	+14,806	New	+$3.47M	0.4%	51

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lindbrook Capital's VCR Position: Q1 2025 in Review

Lindbrook Capital reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 0.06% in Q1 2025, selling an estimated $2.54K and leaving 12,613 shares worth $4.11M. The position accounts for 0.38% of the portfolio, ranked #42.

Lindbrook Capital first reported a position in VCR in Q4 2022 and has held it in 10 quarters since. The position peaked at $4.83M in Q1 2024. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

Lindbrook Capital held 12,613 shares of Vanguard Consumer Discretionary ETF worth $4.11M as of Q1 2025.
Lindbrook Capital sold 7 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $2.54K.
Vanguard Consumer Discretionary ETF made up 0.38% of Lindbrook Capital's portfolio in Q1 2025, its #42 holding.
Lindbrook Capital first reported a position in Vanguard Consumer Discretionary ETF in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's Vanguard Consumer Discretionary ETF position peaked at $4.83M in Q1 2024.
505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.