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Vanguard Consumer Discretionary ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Consumer Discretionary ETF (VCR) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Consumer Discretionary ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Consumer Discretionary ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Consumer Discretionary ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $930k 3.1k 304.58
2023-09-30 $746k 2.8k 269.40
2023-06-30 $775k 32k 24.14
2023-03-31 $3.2M 40k 80.22
2022-12-31 $186k 848 219.02
2022-06-30 $300k 1.3k 227.45

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Vanguard Consumer Discretionary ETF

Bank of America Corporation
Jpmorgan Chase & Co
Beacon Capital Management
UBS Group
Wells Fargo & Company
Stifel Financial
M^T Bank Corporation
Royal Bank of Canada
KCM Investment Advisors
Advisor Group Holdings
Spire Wealth Management
Pnc Financial Services
Commonwealth Equity Services
Janney Montgomery Scott
Raymond James & Associates

View all funds holding Vanguard Consumer Discretionary ETF