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Sand Hill Global Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Sand Hill Global 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
2024
Q3 		– Sell
-669
Closed -$209K – 199
2024
Q2 		$209K Buy
+669
New +$205K 0.01% 183

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

Sand Hill Global Advisors's VCR Position: Q3 2024 in Review

Sand Hill Global Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2024, closing a stake of 669 shares — an estimated $209K sold.

Sand Hill Global Advisors first reported a position in VCR in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 485 funds tracked by Wall St. Rank hold VCR as of Q3 2024.

  • Sand Hill Global Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2024 after selling out during the quarter.
  • Sand Hill Global Advisors sold 669 Vanguard Consumer Discretionary ETF shares in Q3 2024, an estimated $209K.
  • Sand Hill Global Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and held it in 1 quarter.
  • Sand Hill Global Advisors's Vanguard Consumer Discretionary ETF position peaked at $209K in Q2 2024.
  • 485 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2024.

Based on Sand Hill Global Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.