Windhaven Investment Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Windhaven Investment Management’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
2018 Q1	$88.8M	Buy	+560,073	New	+$91.6M	1.14%	26

Other funds holding VCR

BCMIO

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Windhaven Investment Management's VCR Position: Q1 2018 in Review

Windhaven Investment Management opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q1 2018: 560,073 shares worth $88.8M. The stake represents 1.14% of the portfolio and ranks #26 among its holdings.

228 funds tracked by Wall St. Rank hold VCR as of Q1 2018.

Windhaven Investment Management held 560,073 shares of Vanguard Consumer Discretionary ETF worth $88.8M as of Q1 2018.
Vanguard Consumer Discretionary ETF was a new Windhaven Investment Management position in Q1 2018.
Vanguard Consumer Discretionary ETF made up 1.14% of Windhaven Investment Management's portfolio in Q1 2018, its #26 holding.
228 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2018.

Based on Windhaven Investment Management's 13F filing for Q1 2018, filed 11 May 2018.