TCWA
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Turtle Creek Wealth Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Turtle Creek Wealth 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
2026
Q1 		$253K Buy
704
+109
+18% +$42.1K 0.02% 351
2025
Q4 		$234K Hold
595
– – 0.02% 355
2025
Q3 		$236K Hold
595
– – 0.02% 325
2025
Q2 		$216K Buy
+595
New +$202K 0.03% 256
2024
Q4 		– Sell
-595
Closed -$203K – 160
2024
Q3 		$203K Buy
+595
New +$190K 0.04% 173
2024
Q1 		– Sell
-595
Closed -$181K – 791
2023
Q4 		$181K Buy
+595
New +$166K 0.05% 153

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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return