Sequoia Financial Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Sequoia Financial 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
2025 Q3	–	Sell	-924	Closed	-$335K	–	1808
2025 Q2	$335K	Buy	924 +1	+0.1%	+$339	﹤0.01%	1217
2025 Q1	$301K	Sell	923 -33	-3%	-$12K	﹤0.01%	1059
2024 Q4	$359K	Buy	+956	New	+$345K	﹤0.01%	941
2022 Q2	–	Sell	-1,271	Closed	-$388K	–	684
2022 Q1	$388K	Buy	+1,271	New	+$387K	0.01%	424

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sequoia Financial Advisors's VCR Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Vanguard Consumer Discretionary ETF (VCR) in Q3 2025, closing a stake of 924 shares — an estimated $335K sold.

Sequoia Financial Advisors first reported a position in VCR in Q1 2022 and held it in 4 quarters. The position peaked at $388K in Q1 2022. 539 funds tracked by Wall St. Rank hold VCR as of Q3 2025.

Sequoia Financial Advisors reported no remaining Vanguard Consumer Discretionary ETF position as of Q3 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 924 Vanguard Consumer Discretionary ETF shares in Q3 2025, an estimated $335K.
Sequoia Financial Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q1 2022 and held it in 4 quarters.
Sequoia Financial Advisors's Vanguard Consumer Discretionary ETF position peaked at $388K in Q1 2022.
539 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.