SPI
VCR icon

Santori & Peters Inc’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-544
Closed -$85K – 514
2017
Q4 		$85K Buy
+544
New +$81.1K 0.08% 83

Other funds holding VCR

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Santori & Peters Inc's VCR Position: Q1 2018 in Review

Santori & Peters Inc sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2018, closing a stake of 544 shares — an estimated $85K sold.

Santori & Peters Inc first reported a position in VCR in Q4 2017 and held it in 1 quarter. The position peaked at $85K in Q4 2017. 228 funds tracked by Wall St. Rank hold VCR as of Q1 2018.

  • Santori & Peters Inc reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 544 Vanguard Consumer Discretionary ETF shares in Q1 2018, an estimated $85K.
  • Santori & Peters Inc first reported a position in Vanguard Consumer Discretionary ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's Vanguard Consumer Discretionary ETF position peaked at $85K in Q4 2017.
  • 228 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.