VCP
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Verus Capital Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Verus Capital Partners’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
Q4 		– Sell
-870
Closed -$296K – 392
2024
Q3 		$296K Buy
870
+7
+0.8% +$2.23K 0.03% 267
2024
Q2 		$270K Hold
863
– – 0.03% 276
2024
Q1 		$274K Buy
863
+77
+10% +$23.5K 0.03% 272
2023
Q4 		$239K Buy
+786
New +$219K 0.03% 271

Other funds holding VCR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Verus Capital Partners's VCR Position: Q4 2024 in Review

Verus Capital Partners sold out of Vanguard Consumer Discretionary ETF (VCR) in Q4 2024, closing a stake of 870 shares — an estimated $296K sold.

Verus Capital Partners first reported a position in VCR in Q4 2023 and held it in 4 quarters. The position peaked at $296K in Q3 2024. 536 funds tracked by Wall St. Rank hold VCR as of Q4 2024.

  • Verus Capital Partners reported no remaining Vanguard Consumer Discretionary ETF position as of Q4 2024 after selling out during the quarter.
  • Verus Capital Partners sold 870 Vanguard Consumer Discretionary ETF shares in Q4 2024, an estimated $296K.
  • Verus Capital Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and held it in 4 quarters.
  • Verus Capital Partners's Vanguard Consumer Discretionary ETF position peaked at $296K in Q3 2024.
  • 536 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q4 2024.

Based on Verus Capital Partners's 13F filing for Q4 2024, filed 5 Feb 2025.