Cape Investment Advisory »

Vanguard Consumer Discretionary ETF shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard Consumer Discretionary ETF (VCR) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Vanguard Consumer Discretionary ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Consumer Discretionary ETF held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Consumer Discretionary ETF by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $309k 854 362.32
2025-03-31 $314k 966 325.51
2024-12-31 $405k 1.1k 375.38
2024-09-30 $362k 1.1k 340.48
2024-06-30 $355k 1.1k 312.33
2024-03-31 $361k 1.1k 317.73
2023-12-31 $263k 865 304.55
2023-09-30 $349k 1.3k 269.37
2023-06-30 $242k 856 283.20
2023-03-31 $212k 838 252.55

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

Top funds holding Vanguard Consumer Discretionary ETF

Jpmorgan Chase & Co
Morgan Stanley
Green Harvest Asset Management
Wells Fargo & Company
UBS Group
Beacon Capital Management
LPL Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Raymond James Financial
Stifel Financial
Ameriprise Financial
KCM Investment Advisors
Rockefeller Capital Management
Auto-Owners Insurance

View all funds holding Vanguard Consumer Discretionary ETF