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SpiderRock Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

SpiderRock 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 		$369K Buy
1,084
+359
+50% +$115K 0.01% 694
2024
Q2 		$227K Buy
+725
New +$222K ﹤0.01% 718

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

SpiderRock Advisors's VCR Position: Q3 2024 in Review

SpiderRock Advisors increased its Vanguard Consumer Discretionary ETF (VCR) stake by 50% in Q3 2024, buying an estimated $115K and bringing the position to 1,084 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #694.

SpiderRock Advisors first reported a position in VCR in Q2 2024 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold VCR as of Q3 2024.

  • SpiderRock Advisors held 1,084 shares of Vanguard Consumer Discretionary ETF worth $369K as of Q3 2024.
  • SpiderRock Advisors bought 359 Vanguard Consumer Discretionary ETF shares in Q3 2024, an estimated $115K.
  • Vanguard Consumer Discretionary ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #694 holding.
  • SpiderRock Advisors first reported a position in Vanguard Consumer Discretionary ETF in Q2 2024 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.