SVB Wealth’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

SVB Wealth’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 Q1	–	Hold	0	–	–	–	1490
2022 Q2	–	Sell	-38	Closed	-$11K	–	851
2022 Q1	$11K	Hold	38	–	–	﹤0.01%	770
2021 Q4	$12K	Hold	38	–	–	﹤0.01%	786
2021 Q3	$11K	Sell	38 -336	-90%	-$107K	﹤0.01%	990
2021 Q2	$117K	Buy	374 +344	+1,147%	+$105K	﹤0.01%	915
2021 Q1	$8K	Hold	30	–	–	﹤0.01%	914
2020 Q4	$8K	Hold	30	–	–	﹤0.01%	848
2020 Q3	$7K	Hold	30	–	–	﹤0.01%	739
2020 Q2	$6K	Hold	30	–	–	﹤0.01%	626
2020 Q1	$4K	Hold	30	–	–	﹤0.01%	567
2019 Q4	$6K	Buy	+30	New	+$5.49K	﹤0.01%	638

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

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

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

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

PCH

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SVB Wealth's VCR Position: Q1 2025 in Review

SVB Wealth held its Vanguard Consumer Discretionary ETF (VCR) position steady in Q1 2025 at 0 shares worth $142. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

SVB Wealth first reported a position in VCR in Q4 2019 and has held it in 10 quarters since. The position peaked at $117K in Q2 2021. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

SVB Wealth held 0 shares of Vanguard Consumer Discretionary ETF worth $142 as of Q1 2025.
SVB Wealth left its Vanguard Consumer Discretionary ETF share count unchanged in Q1 2025.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of SVB Wealth's portfolio in Q1 2025, its #1490 holding.
SVB Wealth first reported a position in Vanguard Consumer Discretionary ETF in Q4 2019 and has held it in 10 quarters since.
SVB Wealth's Vanguard Consumer Discretionary ETF position peaked at $117K in Q2 2021.
505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.