MGIA
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Moneta Group Investment Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Moneta Group 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 		$276K Buy
768
+1
+0.1% +$386 ﹤0.01% 652
2025
Q4 		$302K Hold
767
– – ﹤0.01% 632
2025
Q3 		$304K Sell
767
-253
-25% -$96.4K ﹤0.01% 616
2025
Q2 		$370K Buy
1,020
+2
+0.2% +$679 ﹤0.01% 509
2025
Q1 		$331K Buy
1,018
+70
+7% +$25.4K ﹤0.01% 507
2024
Q4 		$356K Buy
948
+1
+0.1% +$361 0.01% 497
2024
Q3 		$322K Hold
947
– – ﹤0.01% 500
2024
Q2 		$296K Sell
947
-101
-10% -$30.9K ﹤0.01% 487
2024
Q1 		$333K Buy
+1,048
New +$320K 0.01% 454

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