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Sanctuary Wealth Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$2.33M Sell
6,215
-859
-12% -$310K 1.54% 17
2024
Q3 		$2.41M Sell
7,074
-539
-7% -$172K 1.72% 14
2024
Q2 		$2.38M Sell
7,613
-799
-9% -$245K 1.8% 12
2024
Q1 		$2.67M Sell
8,412
-1,603
-16% -$489K 2.18% 9
2023
Q4 		$3.05M Sell
10,015
-369
-4% -$103K 2.95% 7
2023
Q3 		$2.8M Buy
10,384
+111
+1% +$31.5K 3.05% 7
2023
Q2 		$2.91M Buy
+10,273
New +$2.65M 3.08% 8
2022
Q4 		$2.15M Sell
9,795
-313
-3% -$73.3K 2.5% 8
2022
Q3 		$2.38M Sell
10,108
-56
-0.6% -$14.5K 3.08% 6
2022
Q2 		$2.31M Sell
10,164
-310
-3% -$81K 2.83% 7
2022
Q1 		$3.2M Buy
10,474
+627
+6% +$191K 3.52% 9
2021
Q4 		$3.35M Buy
9,847
+406
+4% +$136K 3.57% 8
2021
Q3 		$2.93M Sell
9,441
-21
-0.2% -$6.67K 3.26% 6
2021
Q2 		$2.97M Sell
9,462
-91
-1% -$27.9K 3.56% 11
2021
Q1 		$2.82M Sell
9,553
-6,677
-41% -$1.94M 3.63% 7
2020
Q4 		$4.47M Sell
16,230
-23,580
-59% -$5.99M 5.42% 5
2020
Q3 		$9.34M Buy
39,810
+4,867
+14% +$1.1M 9.07% 4
2020
Q2 		$6.99M Buy
+34,943
New +$6.3M 7.33% 4

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 $1.56T AUM 27.86% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Wealth Management's VCR Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Vanguard Consumer Discretionary ETF (VCR) stake by 12% in Q4 2024, selling an estimated $310K and leaving 6,215 shares worth $2.33M. The position accounts for 1.54% of the portfolio, ranked #17.

Sanctuary Wealth Management first reported a position in VCR in Q2 2020 and has held it in 18 quarters since. The position peaked at $9.34M in Q3 2020. 535 funds tracked by Wall St. Rank hold VCR as of Q4 2024.

  • Sanctuary Wealth Management held 6,215 shares of Vanguard Consumer Discretionary ETF worth $2.33M as of Q4 2024.
  • Sanctuary Wealth Management sold 859 Vanguard Consumer Discretionary ETF shares in Q4 2024, an estimated $310K.
  • Vanguard Consumer Discretionary ETF made up 1.54% of Sanctuary Wealth Management's portfolio in Q4 2024, its #17 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Consumer Discretionary ETF in Q2 2020 and has held it in 18 quarters since.
  • Sanctuary Wealth Management's Vanguard Consumer Discretionary ETF position peaked at $9.34M in Q3 2020.
  • 535 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.