ZAM
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Zevin Asset Management’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Zevin Asset 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
2025
Q1 		– Sell
-623
Closed -$234K – 88
2024
Q4 		$234K Sell
623
-30
-5% -$10.8K 0.03% 78
2024
Q3 		$222K Hold
653
– – 0.03% 78
2024
Q2 		$204K Hold
653
– – 0.03% 76
2024
Q1 		$207K Buy
+653
New +$199K 0.03% 80

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zevin Asset Management's VCR Position: Q1 2025 in Review

Zevin Asset Management sold out of Vanguard Consumer Discretionary ETF (VCR) in Q1 2025, closing a stake of 623 shares — an estimated $234K sold.

Zevin Asset Management first reported a position in VCR in Q1 2024 and held it in 4 quarters. The position peaked at $234K in Q4 2024. 505 funds tracked by Wall St. Rank hold VCR as of Q1 2025.

  • Zevin Asset Management reported no remaining Vanguard Consumer Discretionary ETF position as of Q1 2025 after selling out during the quarter.
  • Zevin Asset Management sold 623 Vanguard Consumer Discretionary ETF shares in Q1 2025, an estimated $234K.
  • Zevin Asset Management first reported a position in Vanguard Consumer Discretionary ETF in Q1 2024 and held it in 4 quarters.
  • Zevin Asset Management's Vanguard Consumer Discretionary ETF position peaked at $234K in Q4 2024.
  • 505 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2025.

Based on Zevin Asset Management's 13F filing for Q1 2025, filed 6 May 2025.