Summary
VCR Chart
Should You Invest in the Vanguard Consumer Discretionary Index Fund ETF Shares (VCR)?
If you're interested in broad exposure to the Consumer Discretionary - Broad segment of the equity market, look no further than the Vanguard Consumer Discretionary Index Fund ETF Shares (VCR), a passively managed exchange traded fund launched on January 26, 2004.
VCR: Consumer Discretionary Sector Dashboard For April
Consumer services are marginally undervalued with excellent quality, while auto/components have less compelling fundamentals. The Vanguard Consumer Discretionary ETF offers broad, cap-weighted exposure to the sector, with 286 holdings and a 0.09% expense ratio. VCR and XLY are equivalent for long-term investors, but XLY offers higher liquidity for traders.
Vanguard's VCR ETF Carries 40% Amazon and Tesla Exposure Dressed as Consumer Discretionary
Vanguard Consumer Discretionary ETF (NYSEARCA:VCR) is down nearly 9% year-to-date, but the story behind that number matters more than the number itself.
Vanguard Consumer Discretionary ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 665 | $237,780.45 | $264,972.57 | $27,192.12 | 11.44% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 629 | $191,989.15 | $250,628.19 | $58,639.04 | 30.54% |
| CE Curtis Ellergodt Rothschild Investment LLC | 723 | $221,375.73 | $288,082.96 | $66,707.23 | 30.13% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 4,035 | $966,927.1 | $1.61M | $641,302.85 | 66.32% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 75 | $25,536 | $29,884.12 | $4,348.12 | 17.03% |
Vanguard Consumer Discretionary ETF (VCR) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Vanguard Consumer Discretionary ETF ever had a stock split?
Vanguard Consumer Discretionary ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is a specialized investment vehicle that adheres to a strict indexing approach, its main objective being to mirror the performance of the MSCI US Investable Market Index/Consumer Discretionary 25/50. This particular index encompasses a broad spectrum of U.S. companies across various sizes including large, mid-size, and small entities, all operating within the consumer discretionary sector. This sector is characterized by industries and companies that tend to benefit from consumer spending patterns that go beyond basic necessities. The Advisory team managing the fund strives to achieve this objective by allocating all of its assets into the shares that form the index, ensuring that each stock is represented in nearly the same proportion as its index weighting. Despite its focused strategy, the fund is non-diverse, indicating a concentrated investment in the consumer discretionary sector without broad diversification across other sectors.
Products and Services
- Indexing Investment Approach
The fund adopts an indexing strategy that aims to track the performance of the MSCI US Investable Market Index/Consumer Discretionary 25/50. Through this approach, investments are made in a way that replicates the composition and weighting of the index it seeks to emulate. This method is designed for investors seeking exposure to the consumer discretionary sector of the U.S. market, aiming to benefit from its performance without attempting to outperform the market.
- Consumer Discretionary Sector Focus
Specially designed for targeting the consumer discretionary sector, the fund positions its investments across a range of U.S. companies of varying sizes within this sector. The consumer discretionary sector includes businesses that tend to thrive on consumer spending beyond essential items, such as luxury goods, entertainment, and services. The fund's focus on this area allows for concentrated exposure to market segments that have the potential for growth aligned with consumer economic confidence and spending.
- Non-Diversified Status
Reflecting a concentrated investment strategy, the fund is classified as non-diversified. This classification indicates that, unlike diversified funds, it invests a larger portion of its assets in fewer stocks. While this approach can offer greater exposure to the performance of the consumer discretionary sector and potentially higher returns, it also carries a higher level of risk given the lack of diversification across different sectors. Investors in this fund should be aware of the potential for increased volatility and sector-specific risks.
