MA
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Mutual Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Mutual 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
2023
Q4 		– Sell
-891
Closed -$240K – 1081
2023
Q3 		$240K Hold
891
– – 0.01% 864
2023
Q2 		$252K Hold
891
– – 0.01% 868
2023
Q1 		$225K Buy
+891
New +$217K 0.01% 880
2022
Q4 		– Sell
-891
Closed -$209K – 977
2022
Q3 		$209K Hold
891
– – 0.01% 821
2022
Q2 		$203K Sell
891
-60
-6% -$15.7K 0.01% 789
2022
Q1 		$290K Buy
951
+20
+2% +$6.09K 0.02% 726
2021
Q4 		$317K Hold
931
– – 0.02% 725
2021
Q3 		$289K Hold
931
– – 0.02% 726
2021
Q2 		$292K Buy
931
+42
+5% +$12.9K 0.02% 691
2021
Q1 		$263K Sell
889
-25
-3% -$7.25K 0.02% 659
2020
Q4 		$252K Sell
914
-115
-11% -$29.2K 0.02% 641
2020
Q3 		$241K Sell
1,029
-105
-9% -$23.8K 0.02% 592
2020
Q2 		$227K Sell
1,134
-560
-33% -$101K 0.02% 569
2020
Q1 		$246K Sell
1,694
-48
-3% -$8.6K 0.03% 451
2019
Q4 		$330K Buy
1,742
+517
+42% +$94.6K 0.04% 440
2019
Q3 		$221K Hold
1,225
– – 0.03% 482
2019
Q2 		$220K Sell
1,225
-419
-25% -$74K 0.03% 508
2019
Q1 		$283K Buy
1,644
+52
+3% +$8.58K 0.04% 377
2018
Q4 		$240K Sell
1,592
-261
-14% -$42.3K 0.05% 371
2018
Q3 		$334K Hold
1,853
– – 0.05% 343
2018
Q2 		$314K Hold
1,853
– – 0.07% 317
2018
Q1 		$294K Sell
1,853
-35
-2% -$5.72K 0.07% 312
2017
Q4 		$294K Buy
+1,888
New +$281K 0.11% 219

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Mutual Advisors's VCR Position: Q4 2023 in Review

Mutual Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2023, closing a stake of 891 shares — an estimated $240K sold.

Mutual Advisors first reported a position in VCR in Q4 2017 and held it in 23 quarters. The position peaked at $334K in Q3 2018. 435 funds tracked by Wall St. Rank hold VCR as of Q4 2023.

  • Mutual Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2023 after selling out during the quarter.
  • Mutual Advisors sold 891 Vanguard Consumer Discretionary ETF shares in Q4 2023, an estimated $240K.
  • Mutual Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q4 2017 and held it in 23 quarters.
  • Mutual Advisors's Vanguard Consumer Discretionary ETF position peaked at $334K in Q3 2018.
  • 435 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.